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PSQOPalmer Square Credit Opportunities ETF

Get income1y track recordRanked #730 of 1,650 in this goal

Seeks a high level of current income.

By Palmer Square Capital Management LLC · Launched 2024

Annual Cost

0.52%

#2,819 of 5,861 · average

Fund Size

$259M

#2,144 of 5,861 · mid-size

Dividend YieldGoal

4.55%

Track Record

1 year

#3,711 of 5,861 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$10,539+5.4%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Fixed income

Strategy

Active selection

What it actually holds

By weight

Concentration

Top 10 holdings = 32.6% of fundwell diversified

Fidelity Investments Money Market Funds - Treasury Portfolio
20.1%
United States of America
2.2%
United States of America
1.9%
United States of America
1.7%
Carlyle US CLO Ltd.
1.3%
United States of America
1.3%
United States of America
1.2%
United States of America
1.1%
Riserva CLO Ltd.
0.9%
Golub Capital CLO Ltd.
0.9%

Asset allocation

Bonds
100.0%
Convertible
0.1%
Preferred
0.1%
Stocks
0.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
1.7%Low

Year-on-year price swings

Max drawdown
-0.8%Mild

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Bond profile

Duration

5.6 years

Avg maturity

10.0 years

Credit ratings

US Government
11.0%

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks a high level of current income.
Strategy
Actively manages a portfolio primarily invested in domestic and foreign debt securities, including high yield securities and various types of asset-backed securities. Aims for long-term capital appreciation with a focus on mitigating credit risk through diversification and hedging.
Inception date
September 11, 2024
Fund family
Palmer Square Capital Management LLC

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Data updated on 2026-08-04