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Palmer Square Funds Trust shares owned by Navis Wealth Advisors

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

Historical chart of Navis Wealth Advisors investment in Palmer Square Funds Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Palmer Square Funds Trust by Navis Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $259k 13k 20.52

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Top funds holding Palmer Square Funds Trust

Prime Capital Investment Advisors
Atwood & Palmer
Mariner Wealth Advisors
Advisory Resource Group
Lake Street Financial
Providence Financial Advisors
BlackDiamond Wealth Management
Accurate Wealth Management
Savvy Advisors
Resources Investment Advisors
Goldman Sachs Group
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
AE Wealth Management
Redmont Wealth Advisors
Jane Street

View all funds holding Palmer Square Funds Trust