PSDSX
Palmer Square Ultra-Short Duration Investment Grade Fund
INVESTMENT MANAGERS SERIES TRUST

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Jun 30, 2025 → Sep 30, 2025

Expand a category to see the positions behind it, ranked by weight.

Security Shares Jun 2025 Shares Sep 2025 Δ shares End % Δ value
U.S. Treasury Bills 0 1,500,000 1,500,000 2.11% $1.49M
U.S. Treasury Bills 0 1,500,000 1,500,000 2.11% $1.49M
U.S. Treasury Bills 0 1,250,000 1,250,000 1.76% $1.24M
Empower CLO Ltd., Series 2023-2A, Class AR 0 1,000,000 1,000,000 1.42% $1.01M
Octagon Investment Partners Ltd., Series 2019-1A, Class AR2 0 1,000,000 1,000,000 1.42% $1.00M
Dryden CLO Ltd., Series 2019-80A, Class BRR 0 1,000,000 1,000,000 1.42% $1.00M
U.S. Treasury Bills 0 1,000,000 1,000,000 1.40% $991.64K
Dryden CLO Ltd., Series 2018-61A, Class A1R2 0 770,681 770,681 1.09% $771.84K
U.S. Treasury Bills 0 750,000 750,000 1.06% $749.32K
U.S. Treasury Bills 0 750,000 750,000 1.06% $746.51K
U.S. Treasury Bills 0 750,000 750,000 1.05% $741.73K
U.S. Treasury Bills 0 750,000 750,000 1.05% $741.18K
Dryden CLO Ltd., Series 2019-72A, Class ARR 0 729,725 729,725 1.04% $730.97K
DCENT 2021-A2 A2 0 710,000 710,000 0.98% $691.14K
Kubota Credit Owner Trust, Series 2023-2A, Class A3 0 623,447 623,447 0.89% $628.89K
NETFLIX INC 0 300,000 300,000 0.43% $306.64K
IBM CORP 0 300,000 300,000 0.42% $298.71K
ABBVIE INC 0 300,000 300,000 0.42% $296.66K
LOWE'S COS INC 0 300,000 300,000 0.42% $295.75K
Advanced Micro Devices, Inc. 0 275,000 275,000 0.39% $276.12K
DIGITAL REALTY 0 250,000 250,000 0.35% $248.33K
ENBRIDGE INC 0 250,000 250,000 0.35% $248.02K
HART 2023-B A3 0 236,138 236,138 0.34% $237.92K
HDMOT 2024-A A3 0 205,000 205,000 0.29% $207.29K
HYUNDAI AUTO LEASE SECURITIZATION TRUST 2 SER 2025-C CL A2A REGD 144A P/P 4.37000000 0 205,000 205,000 0.29% $206.03K
John Deere Owner Trust, Series 2025-B, Class A2A 0 120,000 120,000 0.17% $120.57K
GM Financial Consumer Automobile Receivables Trust, Series 2025-3, Class A2A 0 115,000 115,000 0.16% $115.42K
GM FINANCIAL LEASING TRST 4.19% 10/20/2027 0 85,000 85,000 0.12% $85.26K
Security Shares Jun 2025 Shares Sep 2025 Δ shares End % Δ value
UST BILLS 0% 08/21/2025 3,250,000 0 -3,250,000 0.00% -$3.23M
Regatta XIII Funding Ltd., Series 2018-2A, Class A1R 1,538,540 0 -1,538,540 0.00% -$1.54M
U.S. Treasury Bills 1,500,000 0 -1,500,000 0.00% -$1.49M
U.S. Treasury Bills 1,250,000 0 -1,250,000 0.00% -$1.25M
U.S. Treasury Bills 1,250,000 0 -1,250,000 0.00% -$1.24M
Dryden 86 CLO Ltd., Series 2020-86A, Class A1R 1,000,000 0 -1,000,000 0.00% -$1.00M
U.S. Treasury Bills 1,000,000 0 -1,000,000 0.00% -$991.53K
U.S. Treasury Bills 750,000 0 -750,000 0.00% -$748.62K
U.S. Treasury Bills 750,000 0 -750,000 0.00% -$744.25K
Golub Capital Partners Static Ltd., Series 2024-1A, Class A1 633,229 0 -633,229 0.00% -$633.23K
CIFC Funding Ltd., Series 2018-3A, Class A 623,510 0 -623,510 0.00% -$624.11K
U.S. Treasury Bills 500,000 0 -500,000 0.00% -$499.48K
Tesla Auto Lease Trust, Series 2023-A, Class A3 313,022 0 -313,022 0.00% -$313.33K
Apidos CLO XV, Series 2013-15A, Class A1RR 271,809 0 -271,809 0.00% -$272.11K
CHAIT 2022-A1 A 230,000 0 -230,000 0.00% -$229.77K
ENBRIDGE ENERGY 225,000 0 -225,000 0.00% -$225.20K
EVERSOURCE ENERGY SR UNSECURED 08/25 0.8 225,000 0 -225,000 0.00% -$223.84K
International Business Machines Corp. 200,000 0 -200,000 0.00% -$199.91K
CITZN_24-1 109,018 0 -109,018 0.00% -$109.11K
HYUNDAI AUTO LEASE SECURITIZATION TRUST 2024-A HALST 2024-A A2A 97,578 0 -97,578 0.00% -$97.67K
GM FINANCIAL LEASING TRUST 2024-1 5.18% 06/22/2026 93,370 0 -93,370 0.00% -$93.42K
WIND RIVER CLO LTD WINDR 2014 1A ARR 144A 90,869 0 -90,869 0.00% -$90.92K
Galaxy XX CLO Ltd., Series 2015-20A, Class AR 75,249 0 -75,249 0.00% -$75.31K
GMALT 2023-2 A3 68,704 0 -68,704 0.00% -$68.74K
AMMC CLO 15 LTD AMMC 2014-15A AR3 32,311 0 -32,311 0.00% -$32.33K
Dryden Senior Loan Fund, Series 2013-30A, Class AR 15,650 0 -15,650 0.00% -$15.64K
COPAR 2021-1 A3 9,377 0 -9,377 0.00% -$9.36K
Security Shares Jun 2025 Shares Sep 2025 Δ shares End % Δ value
Toyota Lease Owner Trust 2024-B 255,000 880,000 625,000 1.25% $627.46K
WOART 2024-A A3 305,000 590,000 285,000 0.84% $286.95K
Palmer Square CLO Senior Debt ETF 9,958 23,982 14,024 0.69% $285.19K
S&P GLOBAL INC 250,000 350,000 100,000 0.49% $99.52K
VERIZON COMM INC 200,000 300,000 100,000 0.43% $100.44K
Security Shares Jun 2025 Shares Sep 2025 Δ shares End % Δ value
MONEYMKT 3,900,967 3,163,147 -737,819 4.48% -$737.82K
MADISON PARK FUNDING XXXV LTD SER 2019-35A CL A1R V/R REGD 144A P/P 5.13605000 1,793,225 1,762,784 -30,441 2.50% -$30.49K
CIFC Funding Ltd., Series 2013-3RA, Class A1R 1,698,752 1,568,795 -129,956 2.22% -$127.95K
CarVal CLO Ltd., Series 2019-1A, Class AR2 1,464,382 1,441,461 -22,921 2.04% -$21.77K
Battalion CLO XV Ltd., Series 2020-15A, Class A1RR 1,415,310 1,378,151 -37,159 1.95% -$32.79K
CGMS_15-5A 1,435,944 1,301,568 -134,376 1.84% -$132.56K
VOYA CLO LTD VOYA 2018 3A A1R2 144A 1,350,138 1,221,584 -128,554 1.73% -$130.74K
APIDOS CLO XXIII APID 2015-23A ARR 1,000,000 986,740 -13,260 1.40% -$12.78K
Dryden Senior Loan Fund, Series 2016-45A, Class A1RR 1,152,893 962,709 -190,184 1.36% -$190.63K
Venture CLO Ltd., Series 2019-38A, Class ARR 881,599 760,232 -121,367 1.07% -$121.20K
GMALT 2024-1 A3 780,000 646,377 -133,623 0.92% -$133.97K
GS MORTGAGE SECURITIES TRUST SERIES 2012-BWTR CLASS A REGD 144A 2.95400000 721,293 715,548 -5,746 0.88% -$8.80K
Barings Equipment Finance LLC, Series 2025-A, Class A2 610,000 561,845 -48,155 0.80% -$46.61K
DLLAA LLC, Series 2023-1A, Class A3 585,000 557,023 -27,977 0.80% -$28.12K
GMCAR 2023-3 A3 628,412 504,404 -124,008 0.72% -$123.90K
Allegro CLO VII Ltd 638,948 480,421 -158,528 0.68% -$158.85K
Symphony CLO XXI Ltd., Series 2019-21A, Class AR2 493,621 474,167 -19,454 0.67% -$17.96K
Elevation CLO Ltd., Series 2018-10A, Class AR 653,386 469,183 -184,203 0.67% -$183.46K
HAROT 2023-3 A3 451,467 356,592 -94,875 0.51% -$95.16K
GMCAR 2023-2 A3 426,207 324,863 -101,343 0.46% -$100.69K
CITZN 2024-1 A3 320,000 305,947 -14,053 0.44% -$14.08K
ROCKT 2018-1A A CLO 144A FRN 05-20-31 384,169 301,356 -82,812 0.43% -$83.23K
YUM BRANDS TERM LOAN B 03/15/ 2021 TERM LOAN B 245,524 244,885 -639 0.35% -$911
BlueMountain Fuji US CLO Ltd., Series 2017-2A, Class A1AR 281,242 243,113 -38,128 0.34% -$38.62K
TransUnion Term Loan B-8 175 2031-05-29 243,051 242,439 -612 0.34% -$1.12K
HART 2023-C A3 235,000 224,891 -10,109 0.32% -$10.31K
Toyota Auto Receivables 2025-A Owner Trust 255,000 201,267 -53,733 0.29% -$53.31K
Nissan Auto Lease Trust 2024-B 229,004 191,000 -38,004 0.27% -$37.85K
Voya CLO Ltd., Series 2013-2A, Class A1R 234,124 178,271 -55,853 0.25% -$55.95K
Toyota Lease Owner Trust, Series 2024-A, Class A3 212,547 146,476 -66,072 0.21% -$66.36K
COPAR 2022-2 A3 172,477 113,515 -58,962 0.16% -$58.56K
Dryden Senior Loan Fund, Series 2015-41A, Class AR 173,725 111,432 -62,293 0.16% -$62.30K
GM Financial Automobile Leasing Trust, Series 2024-3, Class A2A 151,618 106,710 -44,908 0.15% -$44.71K
Volkswagen Auto Loan Enhanced Trust, Series 2024-1, Class A2A 133,675 102,543 -31,132 0.15% -$31.01K
GMCAR 2022-2 A3 201,739 87,359 -114,380 0.12% -$113.80K
SABINE PASS LIQU 250,000 84,000 -166,000 0.12% -$167.11K
GM Financial Automobile Leasing Trust, Series 2024-2, Class A2A 161,575 71,026 -90,549 0.10% -$90.80K
VOYA CLO, Series 2017-2A, Class A1R 126,689 61,199 -65,490 0.09% -$65.56K
JDOT 2022-C A3 76,022 54,286 -21,736 0.08% -$21.76K
MBALT 2023-A A3 141,738 52,234 -89,504 0.07% -$89.51K
John Deere Owner Trust, Series 2024-A, Class A2A 90,404 51,307 -39,097 0.07% -$39.18K
GM FINL CONSUMER AUTOMOBILE RECEIVABLES TR 2025-2 4.4% 02/16/2028 50,000 49,618 -382 0.07% -$361
VOYA CLO LTD VOYA 2017 1A A1R 144A 78,220 40,387 -37,833 0.06% -$37.85K
Ford Credit Auto Owner Trust, Series 2024-D, Class A2A 50,000 38,164 -11,836 0.05% -$11.79K
BMWLT 2023-2 A3 48,588 11,617 -36,971 0.02% -$37.13K
LCM XIV LP, Series 14A, Class AR 88,560 5,025 -83,535 0.01% -$83.64K
Security Shares Jun 2025 Shares Sep 2025 Δ shares End % Δ value
GOST 2024-1A AR CLO 144A FRN 07-20-35 2,000,000 2,000,000 0 2.83% $1.43K
LCM LP, Series 18A, Class BR 1,040,000 1,040,000 0 1.48% -$2.26K
Voya CLO Ltd., Series 2020-3A, Class ARR 1,000,000 1,000,000 0 1.42% $2.74K
OZLM Ltd., Series 2014-6A, Class B1T 1,000,000 1,000,000 0 1.42% $762
Dryden XXVI Senior Loan Fund, Series 2013-26A, Class BR 1,000,000 1,000,000 0 1.42% -$2.07K
Symphony CLO XXV Ltd 1,000,000 1,000,000 0 1.42% $228
Madison Park Funding Ltd., Series 2014-14A, Class BR4 1,000,000 1,000,000 0 1.42% $840
Dryden Senior Loan Fund, Series 2016-43A, Class AR3 1,000,000 1,000,000 0 1.42% $746
OZLM Ltd., Series 2017-17A, Class A2AR 1,000,000 1,000,000 0 1.42% $263
United States Treasury Bill 1,000,000 1,000,000 0 1.41% $10.76K
CCCIT 2023-A1 A1 933,000 933,000 0 1.32% -$1.17K
Voya CLO 2018-3 Ltd. 800,000 800,000 0 1.13% -$4.03K
BA Credit Card Trust 640,000 640,000 0 0.91% -$666
Elmwood CLO X Ltd., Series 2021-3A, Class AR2 500,000 500,000 0 0.71% $2.60K
JOHN DEERE CAPITAL CORP SR UNSECURED 06/26 VAR 340,000 340,000 0 0.48% -$337
MBALT 2024-A A3 332,000 332,000 0 0.48% $142
VZMT 2024-1 A1A 300,000 300,000 0 0.43% -$96
AMERICAN HONDA FINANCE SR UNSECURED 01/26 VAR 275,000 275,000 0 0.39% -$76
COMET 2022-A3 A 4.95% 10-15-27 260,000 260,000 0 0.37% -$241
GE HEALTHCARE 250,000 250,000 0 0.36% $75
STARBUCKS CORP 250,000 250,000 0 0.36% $265
DELL INT / EMC 250,000 250,000 0 0.36% $270
T/L HILTON WORLDWIDE FINANCE REGD ZCP TERM LOAN 0.00000000 250,000 250,000 0 0.35% -$601
GILEAD SCIENCES 250,000 250,000 0 0.35% $816
PRICELINE GROUP 250,000 250,000 0 0.35% $775
SALESFORCE.COM 250,000 250,000 0 0.35% $921
KROGER CO 250,000 250,000 0 0.35% $670
META PLATFORMS 250,000 250,000 0 0.35% $1.36K
BRISTOL-MYERS 250,000 250,000 0 0.35% $1.08K
HOME DEPOT INC 250,000 250,000 0 0.35% $990
FISERV INC 250,000 250,000 0 0.35% $1.26K
BMW US CAPITAL LLC COMPANY GUAR 144A 04/26 2.8 250,000 250,000 0 0.35% $1.44K
AMERICAN TOWER 250,000 250,000 0 0.35% $1.36K
T-MOBILE USA INC 250,000 250,000 0 0.35% $1.78K
GSK CONSUMER 250,000 250,000 0 0.35% $1.05K
ORACLE CORP 250,000 250,000 0 0.35% $1.57K
MICROSOFT CORP 250,000 250,000 0 0.35% $1.28K
DUKE ENERGY COR 250,000 250,000 0 0.35% $1.65K
FIDELITY NATIONA 250,000 250,000 0 0.35% $2.23K
PPG INDUSTRIES 250,000 250,000 0 0.35% $2.34K
EBAY INC 250,000 250,000 0 0.35% $2.35K
ASTRAZENECA FIN 250,000 250,000 0 0.35% $2.17K
CROWN CASTLE INC SR UNSECURED 07/26 1.05 250,000 250,000 0 0.35% $2.99K
Hyundai Auto Receivables Trust 2025-A 235,000 235,000 0 0.33% $414
Vistra Operations Company LLC, First Lien Term Loan B3 231,600 231,600 0 0.33% -$273
DCENT 2022-A4 A 220,000 220,000 0 0.31% -$276
SOUTHERN CO 200,000 200,000 0 0.29% $380
THERMO FISHER 200,000 200,000 0 0.29% -$10
TOYOTA MTR CRED 200,000 200,000 0 0.28% $250
PFIZER INVSTMNT 200,000 200,000 0 0.28% $166
DCENT 2023-A1 A 200,000 200,000 0 0.28% $382
INTERCONTINENT 200,000 200,000 0 0.28% $862
BRDCOM CRP / FIN 200,000 200,000 0 0.28% $1.23K
COMCAST CORP 200,000 200,000 0 0.28% $774
ELEVANCE HEALTH 200,000 200,000 0 0.28% $927
WORKDAY INC 200,000 200,000 0 0.28% $803
SHERWIN-WILLIAMS 200,000 200,000 0 0.28% $809
MPLX LP 200,000 200,000 0 0.28% $1.76K
AT&T INC 200,000 200,000 0 0.28% $1.66K
7 ELEVEN INC SR UNSECURED 144A 02/26 0.95 200,000 200,000 0 0.28% $1.88K
CATERPILLAR FINL 200,000 200,000 0 0.28% $1.67K
WALT DISNEY CO 200,000 200,000 0 0.28% $1.54K
AMAZON.COM INC 200,000 200,000 0 0.28% $1.71K
MONDELEZ INT INC 200,000 200,000 0 0.28% $1.01K
VMWARE LLC 200,000 200,000 0 0.28% $2.11K
AMGEN INC 200,000 200,000 0 0.28% $1.67K
CVS HEALTH CORP 200,000 200,000 0 0.27% $1.98K
TRANSCANADA PL 165,000 165,000 0 0.23% -$10
Volkswagen Auto Lease Trust, Series 2025-A, Class A2A 155,000 155,000 0 0.22% $358
AMERICAN HONDA FINANCE SR UNSECURED 01/26 VAR 150,000 150,000 0 0.21% -$213
NEXTERA ENERGY 150,000 150,000 0 0.21% $1.21K
VERALTO CORP 140,000 140,000 0 0.20% $39
Hyundai Auto Lease Securitization Trust, Series 2025-B, Class A2A 105,000 105,000 0 0.15% $105
Toyota Auto Receivables Owner Trust, Series 2025-B, Class A2A 105,000 105,000 0 0.15% $98
Honda Auto Receivables Owner Trust, Series 2025-2, Class A2A 100,000 100,000 0 0.14% $238
MasterCard Incorporated 95,000 95,000 0 0.13% -$130
TOYOTA MOTOR CREDIT CORP SR UNSECURED 05/26 VAR 90,000 90,000 0 0.13% -$92
Hyundai Auto Receivables Trust, Series 2025-B, Class A2A 75,000 75,000 0 0.11% $150
GMF LEASING LLC 4.55% 07/20/2027 75,000 75,000 0 0.11% $86
HOME DEPOT INC 75,000 75,000 0 0.11% -$111
JOHN DEERE CAPITAL CORP SR UNSECURED 03/26 VAR 75,000 75,000 0 0.11% -$21
John Deere Owner Trust, Series 2025-A, Class A2A 70,000 70,000 0 0.10% $172
Kubota Credit Owner Trust, Series 2025-2A, Class A2 65,000 65,000 0 0.09% $402
USB AUTO OWNER TRUST USCAR 2025 1A A2 144A 65,000 65,000 0 0.09% $78
Porsche Innovative Lease Owner Trust, Series 2025-1A, Class A2A 65,000 65,000 0 0.09% $62
NextEra Energy Capital Holdings, Inc. 60,000 60,000 0 0.09% -$35

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