Ownership history in Advisory Resource Group · 6 quarters on record
This page tracks every 13F SEC filing in which Advisory Resource Group reported a position in PALMER SQUARE FUNDS TRUST (PSQO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 1,108,459 | +239,387 | +27.5% | 4.02% | $22.9M | $20.62 |
| 2025 Q3 | ADDED | 869,072 | +29,236 | +3.5% | 3.21% | $17.9M | $20.31 |
| 2025 Q2 | ADDED | 839,836 | +8,174 | +1.0% | 3.31% | $17.2M | $19.95 |
| 2025 Q1 | ADDED | 831,662 | +33,841 | +4.2% | 3.43% | $16.9M | $19.59 |
| 2024 Q4 | ADDED | 797,821 | +645,299 | +423.1% | 3.41% | $16.1M | $19.27 |
| 2024 Q3 | INITIATED | 152,522 | — | — | 0.66% | $3.1M | $19.02 |
As of 2025 Q4 — sorted by position size