§ 13F · FUND PROFILE
Park Square Financial Group, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $23M (13F)Positions · 323Turnover · — · Q1Filed · May 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | RSP | INVESCO S&P 500 EQUAL WEIGHT | 3K | $668K | 5.1% | −21% |
| 2 | HYG | ISHS IBOX $ H/Y CORP ETF | 8K | $639K | 4.9% | −46% |
| 3 | FTSM | FT ENH SHORT MTY ETF | 10K | $628K | 4.8% | −6% |
| 4 | SPY | SPDR S&P 500 ETF | 833 | $542K | 4.1% | −37% |
| 5 | FDL | FIRST TRUST MORNINGSTAR DIV LDRS ETF | 10K | $505K | 3.8% | −43% |
| 6 | RDVY | FT RISING DIV ACHIEV ETF | 7K | $484K | 3.7% | −36% |
| 7 | FTSM | FT ENH SHORT MTY ETF | 7K | $439K | 3.3% | — |
| 8 | RSP | INVESCO S&P 500 EQUAL WEIGHT | 2K | $436K | 3.3% | — |
| 9 | UCON | FIRST TRUST SMITH UNCON BOND ETF | 16K | $408K | 3.1% | −12% |
| 10 | LMBS | FT LOW DUR OPPTYS ETF | 8K | $405K | 3.1% | −14% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PARK SIGNAL
AC read
Park Square Financial Group, LLC is a Other fund managing $23 million in assets. The fund runs a broad portfolio of 323 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed