Park Square Financial Group, LLC
Q1 2026 13F Holdings
- Locationroswell, GA
- Num holdings
245
- Value ($000)
$13,170
- Date Filed 05/13/2026
- Form type13F-HR
- CIK 0002058285
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
INVESCO S&P 500 EQUAL WEIGHT | ETF - EQUITY | 46137V357 | $1.1M | 8 % | 5,753 | ||
FT ENH SHORT MTY ETF | ETF - FIXED INCOME | 33739Q408 | $1.07M | 8 % | 17,840 | ||
SPDR S&P 500 ETF | ETF - EQUITY | 78462F103 | $885.76K | 7 % | 1,362 | ||
FIRST TRUST MORNINGSTAR DIV LDRS ETF | ETF - EQUITY | 336917109 | $862.83K | 7 % | 16,985 | ||
FT RISING DIV ACHIEV ETF | ETF - EQUITY | 33738R506 | $835.82K | 6 % | 12,241 | ||
ISHS IBOX $ H/Y CORP ETF | ETF - FIXED INCOME | 464288513 | $806.66K | 6 % | 10,139 | ||
FIRST TRUST SMITH UNCON BOND ETF | ETF - FIXED INCOME | 33740F888 | $714.98K | 5 % | 28,865 | ||
FT LOW DUR OPPTYS ETF | ETF - FIXED INCOME | 33739Q200 | $711.89K | 5 % | 14,292 | ||
FIRST TRUST LMT DR INV GRD CR ETF | ETF - FIXED INCOME | 33738D804 | $692.7K | 5 % | 36,573 | ||
INV QQQ ETF | ETF - EQUITY | 46090E103 | $545.44K | 4 % | 945 |
Rows Per Page
10
- 10
- 50
- 100