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Park Square Financial Group, LLC

Q2 2026 13F filing

Updated 42 days ago

250 disclosed positions worth $11.1B

Portfolio value
$11.1B
Total holdings
250
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
Filed
2026-07-31

Full holdings

Every line item disclosed in Q2 2026

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%
Q
21.QQQ

INV QQQ ETF

Value
$193.7M
Shares
263
% Port
1.75%
B
22.BEN

FRKLN INTL LW VLTY HG DIV INDX ETF

Value
$188M
Shares
4.6K
% Port
1.70%
?
23.N/A

FT DRSY WRIHT MOMNT AND LOW VOLT ETF

Value
$186.2M
Shares
5.1K
% Port
1.68%
F
24.FPF

FRST TRST SMID CAP RSNG DIV ACH ETF

Value
$151.1M
Shares
3.5K
% Port
1.36%
?
25.N/A

FT DRSY WRIHT MOMNT AND LOW VOLT ETF

Value
$149.9M
Shares
4.1K
% Port
1.35%
F
26.FPF

FT GLB TACTCL CMDTY ETF

Value
$147.6M
Shares
5.5K
% Port
1.33%
L
27.LLY

ELI LILLY & CO

Value
$133.1M
Shares
111
% Port
1.20%
E
28.ETHA

ISHS MSCI EMG MKT ETF

Value
$113.8M
Shares
1.7K
% Port
1.03%
F
29.FPF

FRST TRST SMID CAP RSNG DIV ACH ETF

Value
$113.4M
Shares
2.6K
% Port
1.02%
F
30.FPF

FT GLB TACTCL CMDTY ETF

Value
$113.1M
Shares
4.2K
% Port
1.02%
F
31.FPF

FIRST TRUST LONG DUR OPPO ETF

Value
$112.3M
Shares
5.2K
% Port
1.01%
E
32.ETHA

ISHS MSCI EMG MKT ETF

Value
$110.1M
Shares
1.6K
% Port
0.99%
F
33.FPF

FIRST TRUST LONG DUR OPPO ETF

Value
$108.8M
Shares
5.1K
% Port
0.98%
E
34.ETHA

ISHS IBOX $ H/Y CORP ETF

Value
$103.2M
Shares
1.3K
% Port
0.93%
E
35.ETHA

ISHR CURR HDGD MSCI ETF

Value
$98.9M
Shares
2.1K
% Port
0.89%
G
36.GLD

SPDR GOLD TRUST GOLD ETF

Value
$97.6M
Shares
265
% Port
0.88%
?
37.N/A

VANECK EMERGING MARKETS BOND ETF

Value
$85.7M
Shares
1.7K
% Port
0.77%
E
38.ETHA

ISHR CURR HDGD MSCI ETF

Value
$75.7M
Shares
1.6K
% Port
0.68%
?
39.N/A

VANECK EMERGING MARKETS BOND ETF

Value
$75.5M
Shares
1.5K
% Port
0.68%
G
40.GLD

SPDR GOLD TRUST GOLD ETF

Value
$74.8M
Shares
203
% Port
0.68%
S

ST STR BLMBRG S/T ETF

Value
$51.9M
Shares
2.1K
% Port
0.47%
S

ST STR BLMBRG H/Y ETF

Value
$46.5M
Shares
483
% Port
0.42%
E
43.ETHA

ISHARES CORE S&P 500 ETF

Value
$30.7M
Shares
41
% Port
0.28%
G

ALPHABET INC A

Value
$28.9M
Shares
81
% Port
0.26%
B
45.BLK

ISHS 1-3YR TRSRY ETF

Value
$27.6M
Shares
336
% Port
0.25%
F
46.FPF

FIRST TRUST NYSE ARCA BIOTECH ID ETF

Value
$26M
Shares
105
% Port
0.23%
S

ST STR H/C SEL SCTR ETF

Value
$26M
Shares
164
% Port
0.23%
J

JPMORGAN CHASE & CO

Value
$25.9M
Shares
79
% Port
0.23%
?
49.N/A

ALPS ALERIAN MLP ETF

Value
$25.8M
Shares
497
% Port
0.23%
B
50.BLK

ISHARES LATIN AMERICA 40 ETF

Value
$25.5M
Shares
756
% Port
0.23%