PALMER SQUARE FUNDS TR CR OPPOR ETF ETF is a security (CUSIP 696930106) tracked across SEC portfolio filings. 24 institutional managers reported $173.7M on Form 13F as of 2026-06-30; 2 registered fund positions totaling $1.4M via N-PORT as of 2026-04-30.
Showing 15 of 24 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| Prime Capital Investment Advisors, LLC | OVERLAND PARK, KS | $49.5M | 2,393,248 |
| ATWOOD & PALMER INC | KANSAS CITY, MO | $42.4M | 2,048,978 |
| Mariner, LLC | Overland Park, KS | $25.7M | 1,253,784 |
| Advisory Resource Group | TULSA, OK | $20.0M | 969,639 |
| LAKE STREET FINANCIAL LLC | CHICAGO, IL | $14.9M | 724,769 |
| Providence Financial Advisors, LLC | Overland Park, KS | $10.8M | 521,161 |
| AE Wealth Management LLC | TOPEKA, KS | $1.8M | 88,486 |
| BlackDiamond Wealth Management Inc. | NEW YORK, NY | $1.8M | 87,232 |
| Accurate Wealth Management, LLC | WESLEY CHAPEL, FL | $1.6M | 77,039 |
| Savvy Advisors, Inc. | NEW YORK, NY | $1.5M | 73,091 |
| OneDigital Investment Advisors LLC | OVERLAND PARK, KS | $699K | 34,065 |
| GOLDMAN SACHS GROUP INC | NEW YORK, NY | $633K | 30,867 |
| REDMONT WEALTH ADVISORS LLC | Chicago, IL | $537K | 26,056 |
| JANE STREET GROUP, LLC | NEW YORK, NY | $373K | 18,177 |
| Crusonia Wealth Advisors LLC | DENVER, CO | $358K | 17,340 |
| Fund | Registrant | Value | % of fund |
|---|---|---|---|
| Palmer Square Opportunistic Income Fund | Palmer Square Opportunistic Income Fund | $1.1M | 23.34% |
| Palmer Square Income Plus Fund | Palmer Square Funds Trust | $367K | 3.95% |