Institutions / Park Square Financial Group, LLC
Park Square Financial Group, LLC
CIK 2058285 · Institution · as of Dec 31, 2025
Portfolio value
$16.85M
Positions
239
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 239 →
| Company | Value | % of portfolio |
|---|---|---|
| Ishs Ibox $ H/Y Corp ETF | $1.47M | 8.7% |
| SPDR S&P 500 ETF | $1.27M | 7.5% |
| Invesco S&P 500 Equal Weight | $1.27M | 7.5% |
| First Trust Morningstar Div Ldrs ETF | $1.19M | 7.1% |
| Ft Enh Short Mty ETF | $1.14M | 6.8% |
| Ft Rising Div Achiev ETF | $1.13M | 6.7% |
| First Trust Smith Uncon Bond ETF | $810.3K | 4.8% |
| Ft Low Dur Opptys ETF | $806.8K | 4.8% |
| First Trust Exchange-Traded Fund IV | $761.9K | 4.5% |
| St Str Blmbrg H/Y ETF | $644.3K | 3.8% |
| Inv Qqq ETF | $591.0K | 3.5% |
| SPDR Gold Trust Gold ETF | $455.9K | 2.7% |
| First Trust Long Dur Oppo ETF | $432.1K | 2.6% |
| Ft Glb Tactcl Cmdty ETF | $244.4K | 1.5% |
| Ishr Curr Hdgd MSCI ETF | $223.9K | 1.3% |
| Ishs MSCI Emg Mkt ETF | $223.9K | 1.3% |
| St Str SPDR S&P 500 ETF | $161.9K | 1.0% |
| St Str Blmbrg S/T ETF | $138.2K | 0.8% |
| Swan Hedged Equity US Large Cap ETF | $130.5K | 0.8% |
| ELI LILLY & Co | $105.0K | 0.6% |
| St Str S&P 500 Grwth ETF | $90.9K | 0.5% |
| Ishs Core S&P Smcp ETF | $67.2K | 0.4% |
| iShares MSCI UAE ETF | $66.9K | 0.4% |
| Apple Inc. | $59.9K | 0.4% |
| First Trust Utilities Alphadex ETF | $56.7K | 0.3% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.