DOSSIER · 13F-HR · Q2 2026

Park Square Financial Group, LLC

$11M in tracked AUM across 250 positions as of Q2 2026.

PS
CIK 0002058285 · last filed Jun 30, 2026
Total AUM
$11M
as of Q2 2026
Holdings
250
—
positions
Whale Score
38
38
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Park Square Financial Group, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
FTSM
FT ENH SHORT MTY ETF
$877K15K7.9%
02
RSP
INVESCO S&P 500 EQUAL WEIGHT
$860K4K7.8%
03
SPY
SPDR S&P 500 ETF
$779K1K7.0%
04
RDVY
FT RISING DIV ACHIEV ETF
$720K9K6.5%
05
FDL
FIRST TRUST MORNINGSTAR DIV LDRS ETF
$714K15K6.4%
06
HYG
ISHS IBOX $ H/Y CORP ETF
$677K8K6.1%
07
LMBS
FT LOW DUR OPPTYS ETF
$595K12K5.4%
08
UCON
FIRST TRUST SMITH UNCON BOND ETF
$595K24K5.4%
09
FSIG
FIRST TRUST LMT DR INV GRD CR ETF
$581K31K5.2%
10
QQQ
INV QQQ ETF
$479K6514.3%

Filing history

2026Q2Jun 30
$11M▼ 15.9%
250 positionsView →
2026Q1Mar 31
$13M▼ 21.8%
288 positionsView →
2025Q4Dec 31
$17M▼ 27.2%
303 positionsView →
2025Q3Sep 30
$23M▼ 83.2%
323 positionsLocked
2025Q2Jun 30
$138M▲ 9.6%
1,458 positionsLocked
2025Q1Mar 31
$126M▼ 12.9%
1,271 positionsLocked
2024Q4Dec 31
$145M—
1,350 positionsLocked