Park Square Financial Group, LLC

Q3 2025 13F Holdings

  • Location
    roswell, GA
  • Num holdings

    256

  • Value ($000)

    $23,156

  • Date Filed
    11/12/2025
  • Form type
    13F-HR
  • CIK
    0002058285
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
H
HYG

ISHS IBOX $ H/Y CORP ETF

ETF - FIXED INCOME
$1.87M
8 %

23,047

R
RSP

INVESCO S&P 500 EQUAL WEIGHT

ETF - EQUITY
$1.79M
8 %

9,448

F
FTSM

FT ENH SHORT MTY ETF

ETF - FIXED INCOME
$1.67M
7 %

27,855

S
SPY

SPDR S&P 500 ETF

ETF - EQUITY
$1.65M
7 %

2,470

F
FDL

FIRST TRUST MORNINGSTAR DIV LDRS ETF

ETF - EQUITY
$1.64M
7 %

37,739

R
RDVY

FT RISING DIV ACHIEV ETF

ETF - EQUITY
$1.32M
6 %

19,644

U
UCON

FIRST TRUST SMITH UNCON BOND ETF

ETF - FIXED INCOME
$1.11M
5 %

44,177

L
LMBS

FT LOW DUR OPPTYS ETF

ETF - FIXED INCOME
$1.11M
5 %

22,289

F
FSIG

FIRST TRUST LMT DR INV GRD CR ETF

ETF - FIXED INCOME
$1.05M
5 %

54,709

---

INV QQQ ETF

ETF - EQUITY
$890.35K
4 %

1,483

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