PSQOPalmer Square Credit Opportunities ETF
Seeks a high level of current income.
By Palmer Square Capital Management LLC · Launched 2024
Annual Cost
0.52%
#2,918 of 6,040 · average
Fund Size
$294M
#2,109 of 6,040 · mid-size
Return (1Y)
+5.0%
Track Record
2 years
#3,725 of 6,040 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$10,485+4.9%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 10 holdings = 32.6% of funddiversified
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
93.9%
Cash
5.9%
Convertible
0.1%
Preferred
0.1%
Stocks
0.0%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
1.8%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
5.7 years
Avg maturity
10.0 years
Credit ratings
US Government
10.9%
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 2026-09-18