DOSSIER · 13F-HR · Q1 2026

Park Square Financial Group, LLC

$13M in tracked AUM across 288 positions as of Q1 2026.

PS
CIK 0002058285 · last filed Mar 31, 2026
Total AUM
$13M
as of Q1 2026
Holdings
288
positions
Whale Score
38
38
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Park Square Financial Group, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
RSP
INVESCO S&P 500 EQUAL WEIGHT
$1M6K8.4%
02
FTSM
FT ENH SHORT MTY ETF
$1M18K8.1%
03
SPY
SPDR S&P 500 ETF
$886K1K6.7%
04
FDL
FIRST TRUST MORNINGSTAR DIV LDRS ETF
$863K17K6.6%
05
RDVY
FT RISING DIV ACHIEV ETF
$836K12K6.3%
06
HYG
ISHS IBOX $ H/Y CORP ETF
$807K10K6.1%
07
UCON
FIRST TRUST SMITH UNCON BOND ETF
$715K29K5.4%
08
LMBS
FT LOW DUR OPPTYS ETF
$712K14K5.4%
09
FSIG
FIRST TRUST LMT DR INV GRD CR ETF
$693K37K5.3%
10
QQQ
INV QQQ ETF
$545K9454.1%

Filing history

2026Q1Mar 31
$13M 21.8%
288 positionsView →
2025Q4Dec 31
$17M 27.2%
303 positionsView →
2025Q3Sep 30
$23M 83.2%
323 positionsView →
2025Q2Jun 30
$138M 9.6%
1,458 positionsLocked
2025Q1Mar 31
$126M 12.9%
1,271 positionsLocked
2024Q4Dec 31
$145M
1,350 positionsLocked