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Palmer Square Funds Trust shares owned by Lake Street Financial

Quarter-by-quarter ownership of Palmer Square Funds Trust (PSQO) shares owned by Lake Street Financial from 13F filings

Historical chart of Lake Street Financial investment in Palmer Square Funds Trust

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All positions including Palmer Square Funds Trust held by Lake Street Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Palmer Square Funds Trust by Lake Street Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $10M 495k 20.60
2025-06-30 $8.8M 430k 20.49
2025-03-31 $5.6M 277k 20.28

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View all positions for Lake Street Financial

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