Signals

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☆PSQO

19 in-universe funds with a nonzero position in PSQO within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#19421
Score / z0.000 / -0.01
Consensus8.83 over 16 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆ATWOOD & PALMER INC CIK 0001044929 0.598 495 39.2 2.2% 3 +0.0 pp -0.1 pp +2.2 pp +2.2 pp
☆Advisory Resource Group CIK 0001764968 0.307 183 22.9 4.0% 3 +0.8 pp +0.7 pp +4.0 pp +4.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 18.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LAKE STREET PRIVATE WEALTH, LLC CIK 0001772031 0.444 275 12.6 1.5% 3 +0.2 pp +0.3 pp +1.5 pp +1.5 pp
☆BlackDiamond Wealth Management, LLC CIK 0001903059 0.164 225 1.9 0.9% 3 -0.3 pp -0.3 pp +0.9 pp +0.9 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 1.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 1.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.299 493 0.6 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆REDMONT WEALTH ADVISORS LLC CIK 0001910482 0.162 307 0.5 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Providence Financial Advisors, LLC CIK 0002072264 0.535 60 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Elyxium Wealth, LLC CIK 0002043538 0.051 298 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just PSQO). Qtrs Held counts distinct quarters this fund has actually held PSQO (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its PSQO position size. Δ columns are the percentage-point change in PSQO's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status