Back to PSBD

Opal Wealth Advisors, LLC → PSBD

Opal Wealth Advisors, LLC PSBD Position History

Palmer Square Capital BDC Inc. • Financial Services

Quarters held
4
Latest value
$1.7M
Q3 2026
Peak value
$1.7M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$931K
Q1 2026$1.2M
Q2 2026$1.7M
Q3 2026$1.7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.7M175.7K——
Q2 2026$1.7M159.2K——
Q1 2026$1.2M122.8K——
Q4 2025$931K76.3K——

Other funds holding PSBD

Other Opal Wealth Advisors, LLC positions

PPT

PUTNAM ETF TRUST

$81.8M
PPT

PUTNAM ETF TRUST

$79.6M
PPT

PUTNAM ETF TRUST

$72.8M
PPT

PUTNAM ETF TRUST

$70.2M
PPT

PUTNAM ETF TRUST

$64.6M
EMO

LEGG MASON ETF INVT

$58.4M
EMO

LEGG MASON ETF INVT

$49.8M
EMO

LEGG MASON ETF INVT

$49.6M