Public ownership evidence

Palmer Square Credit Opportunities ETF (PSQO) Ownership Disclosures

Read PSQO insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Palmer Square Credit Opportunities ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Navis Wealth Advisors, LLC
Report period
2026-06-30
Available
2026-08-15
Reported shares
20,013
Value (USD)
$413,676
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001951757-26-001266
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read PSQO fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read PSQO fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Navis Wealth Advisors, LLC2026-06-302026-08-1520,013$413,676None
ENDEAVOR PRIVATE WEALTH, INC.2026-06-302026-08-1516,359$338,142None
GOLDMAN SACHS GROUP INC2026-06-302026-08-1530,461$629,629None
Downshift Financial, LLC2026-06-302026-08-14132$2,728None
Mariner, LLC2026-06-302026-08-141,687,239$34,875,229None
JPMORGAN CHASE & CO2026-06-302026-08-1313,104$271,162None
BlackDiamond Wealth Management, LLC2026-06-302026-08-1297,572$2,026,574None
LAKE STREET PRIVATE WEALTH, LLC2026-06-302026-08-11669,005$13,828,370None
OneDigital Investment Advisors LLC2026-06-302026-08-0834,065$704,124None
Prime Capital Investment Advisors, LLC2026-06-302026-08-062,393,248$49,468,433None
Savvy Advisors, Inc.2026-06-302026-08-0473,091$1,510,785None
AE Wealth Management LLC2026-06-302026-08-043,850$79,580None
AE Wealth Management LLC2026-06-302026-08-0412,341$255,088None
AE Wealth Management LLC2026-06-302026-08-04749$15,482None
AE Wealth Management LLC2026-06-302026-08-043,161$65,338None
AE Wealth Management LLC2026-06-302026-08-04128$2,646None
AE Wealth Management LLC2026-06-302026-08-04622$12,860None
AE Wealth Management LLC2026-06-302026-08-0412,114$250,396None
AE Wealth Management LLC2026-06-302026-08-04154$3,183None
AE Wealth Management LLC2026-06-302026-08-04682$14,097None
AE Wealth Management LLC2026-06-302026-08-04403$8,330None
AE Wealth Management LLC2026-06-302026-08-04877$18,128None
AE Wealth Management LLC2026-06-302026-08-044,121$85,181None
AE Wealth Management LLC2026-06-302026-08-0445,245$935,214None
AE Wealth Management LLC2026-06-302026-08-044,039$83,486None
Providence Financial Advisors, LLC2026-06-302026-08-01521,161$10,772,390None
MGO ONE SEVEN LLC2026-06-302026-08-019,895$204,530None
Crusonia Wealth Advisors LLC2026-06-302026-07-3117,340$358,418None
FAS Wealth Partners, Inc.2026-06-302026-07-302,555$52,808None
Fairway Wealth LLC2026-06-302026-07-252,603$53,803None
Farther Finance Advisors, LLC2026-06-302026-07-18859$17,756None
Accurate Wealth Management, LLC2026-06-302026-07-1677,039$1,594,253None
Advisory Resource Group2026-06-302026-07-15969,639$20,042,438None

90-day public filing window, up to 50 source positions.

Navis Wealth Advisors, LLC ↗ENDEAVOR PRIVATE WEALTH, INC. ↗GOLDMAN SACHS GROUP INC ↗Downshift Financial, LLC ↗Mariner, LLC ↗JPMORGAN CHASE & CO ↗BlackDiamond Wealth Management, LLC ↗LAKE STREET PRIVATE WEALTH, LLC ↗OneDigital Investment Advisors LLC ↗Prime Capital Investment Advisors, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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