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Palmer Square Funds Trust shares owned by Accurate Wealth Management

Quarter-by-quarter ownership of Palmer Square Funds Trust (PSQO) shares owned by Accurate Wealth Management from 13F filings

Historical chart of Accurate Wealth Management investment in Palmer Square Funds Trust

Tip: Access up to 7 years of quarterly data

All positions including Palmer Square Funds Trust held by Accurate Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Palmer Square Funds Trust by Accurate Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $932k 45k 20.60
2025-06-30 $912k 45k 20.50
2025-03-31 $824k 41k 20.13

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View all positions for Accurate Wealth Management

Top funds holding Palmer Square Funds Trust

Atwood & Palmer
Advisory Resource Group
Lake Street Financial
Mariner Wealth Advisors
BlackDiamond Wealth Management
Savvy Advisors
Accurate Wealth Management
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
Redmont Wealth Advisors
Endeavor Private Wealth
Financial Advisory Service
Farther Finance Advisors

View all funds holding Palmer Square Funds Trust