Park Square Financial Group, LLC

Q2 2026 13F Holdings

  • Location
    roswell, GA
  • Num holdings

    210

  • Value ($000)

    $11,078

  • Date Filed
    07/31/2026
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
FTSM

FT ENH SHORT MTY ETF

ETF - FIXED INCOME
$877.13K
8 %

14,685

RSP

INVESCO S&P 500 EQUAL WEIGHT

ETF - EQUITY
$859.59K
8 %

4,040

SPY

SPDR S&P 500 ETF

ETF - EQUITY
$778.88K
7 %

1,043

RDVY

FT RISING DIV ACHIEV ETF

ETF - EQUITY
$719.98K
7 %

8,882

FDL

FIRST TRUST MORNINGSTAR DIV LDRS ETF

ETF - EQUITY
$713.69K
6 %

14,667

HYG

ISHS IBOX $ H/Y CORP ETF

ETF - FIXED INCOME
$676.95K
6 %

8,465

LMBS

FT LOW DUR OPPTYS ETF

ETF - FIXED INCOME
$595.07K
5 %

11,954

UCON

FIRST TRUST SMITH UNCON BOND ETF

ETF - FIXED INCOME
$594.73K
5 %

23,904

FSIG

FIRST TRUST LMT DR INV GRD CR ETF

ETF - FIXED INCOME
$581.47K
5 %

30,839

NDQ

INV QQQ ETF

ETF - EQUITY
$479.39K
4 %

651

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