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Park Square Financial Group, LLC

hedge fundUpdated 42 days ago

Managed by Park Square Financial Group, Llc • Latest filing Q2 2026

Portfolio value
$11.1B
Q2 2026
Filings
7
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
-82.0%
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 7 quarters

Show data table
PeriodPortfolio value
Q4 2024$144.7M
Q1 2025$126M
Q2 2025$138.1M
Q3 2025$23.2M
Q4 2025$16.8M
Q1 2026$13.2B
Q2 2026$11.1B

Top holdings

250 positions as of Q2 2026

View filing
E

ISHS IBOX $ H/Y CORP ETF

Value
$567.6M
Shares
7.1K
% Port
5.12%
I
2.IVZ

INVESCO S&P 500 EQUAL WEIGHT

Value
$519.2M
Shares
2.4K
% Port
4.69%
F
3.FFA

FT ENH SHORT MTY ETF

Value
$501.5M
Shares
8.4K
% Port
4.53%
S
4.SPY

SPDR S&P 500 ETF

Value
$473.5M
Shares
634
% Port
4.27%
F
5.FPF

FIRST TRUST MORNINGSTAR DIV LDRS ETF

Value
$415.4M
Shares
8.5K
% Port
3.75%
F
6.FPF

FT RISING DIV ACHIEV ETF

Value
$413.6M
Shares
5.1K
% Port
3.73%
F
7.FFA

FT ENH SHORT MTY ETF

Value
$375.6M
Shares
6.3K
% Port
3.39%
I
8.IVZ

INVESCO S&P 500 EQUAL WEIGHT

Value
$340.4M
Shares
1.6K
% Port
3.07%
F
9.FPF

FT LOW DUR OPPTYS ETF

Value
$331.4M
Shares
6.7K
% Port
2.99%
F
10.FPF

FIRST TRUST SMITH UNCON BOND ETF

Value
$331.3M
Shares
13.3K
% Port
2.99%
F
11.FPF

FIRST TRUST LMT DR INV GRD CR ETF

Value
$318.2M
Shares
16.9K
% Port
2.87%
F
12.FPF

FT RISING DIV ACHIEV ETF

Value
$306.4M
Shares
3.8K
% Port
2.77%
S
13.SPY

SPDR S&P 500 ETF

Value
$305.4M
Shares
409
% Port
2.76%
F
14.FPF

FIRST TRUST MORNINGSTAR DIV LDRS ETF

Value
$298.3M
Shares
6.1K
% Port
2.69%
Q
15.QQQ

INV QQQ ETF

Value
$285.7M
Shares
388
% Port
2.58%
F
16.FPF

FT LOW DUR OPPTYS ETF

Value
$263.6M
Shares
5.3K
% Port
2.38%
F
17.FPF

FIRST TRUST SMITH UNCON BOND ETF

Value
$263.5M
Shares
10.6K
% Port
2.38%
F
18.FPF

FIRST TRUST LMT DR INV GRD CR ETF

Value
$263.2M
Shares
14.0K
% Port
2.38%
S

ST STR BLMBRG H/Y ETF

Value
$247M
Shares
2.6K
% Port
2.23%
B
20.BEN

FRKLN INTL LW VLTY HG DIV INDX ETF

Value
$239.9M
Shares
5.9K
% Port
2.17%

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