Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Park Square Financial Group, LLC (CIK 2058285) reported $13.2M across 245 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: RSP ($1.1M, 8.38%), FTSM ($1.1M, 8.10%), SPY ($885,756, 6.73%), FDL ($862,834, 6.55%), RDVY ($835,815, 6.35%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | RSP | INVESCO S&P 500 EQUAL WEIGHT | $1.1M | 8.38% | 5,753 | Trimmed |
| 2 | FTSM | FT ENH SHORT MTY ETF | $1.1M | 8.10% | 17,840 | Trimmed |
| 3 | SPY | SPDR S&P 500 ETF | $885,756 | 6.73% | 1,362 | Trimmed |
| 4 | FDL | FIRST TRUST MORNINGSTAR DIV LDRS ETF | $862,834 | 6.55% | 16,985 | Trimmed |
| 5 | RDVY | FT RISING DIV ACHIEV ETF | $835,815 | 6.35% | 12,241 | Trimmed |
| 6 | HYG | ISHS IBOX $ H/Y CORP ETF | $806,659 | 6.13% | 10,139 | Trimmed |
| 7 | UCON | FIRST TRUST SMITH UNCON BOND ETF | $714,984 | 5.43% | 28,865 | Trimmed |
| 8 | LMBS | FT LOW DUR OPPTYS ETF | $711,885 | 5.41% | 14,292 | Trimmed |
| 9 | FSIG | FIRST TRUST LMT DR INV GRD CR ETF | $692,696 | 5.26% | 36,573 | Trimmed |
| 10 | QQQ | INV QQQ ETF | $545,437 | 4.14% | 945 | New |
| 11 | LVHI | FRKLN INTL LW VLTY HG DIV INDX ETF | $515,588 | 3.91% | 12,718 | Added |
| 12 | LGOV | FIRST TRUST LONG DUR OPPO ETF | $497,553 | 3.78% | 23,067 | Added |
| 13 | JNK | ST STR BLMBRG H/Y ETF | $358,855 | 2.72% | 3,749 | Trimmed |
| 14 | FTGC | FT GLB TACTCL CMDTY ETF | $310,357 | 2.36% | 10,810 | Added |
| 15 | DVOL | FT DRSY WRIHT MOMNT AND LOW VOLT ETF | $301,604 | 2.29% | 8,724 | New |
| 16 | HEFA | ISHR CURR HDGD MSCI ETF | $209,201 | 1.59% | 4,923 | Trimmed |
| 17 | FEMB | FRST TRT EMRG MKTS LCL CRNY BND ETF | $204,691 | 1.55% | 7,123 | New |
| 18 | GLD | SPDR GOLD TRUST GOLD ETF | $198,791 | 1.51% | 462 | Trimmed |
| 19 | EEM | ISHS MSCI EMG MKT ETF | $166,620 | 1.27% | 2,934 | Trimmed |
| 20 | LLY | ELI LILLY & CO | $114,972 | 0.87% | 125 | Trimmed |
| 21 | SJNK | ST STR BLMBRG S/T ETF | $76,763 | 0.58% | 3,073 | Trimmed |
| 22 | SPLG | ST STR SPDR S&P 500 ETF | $76,769 | 0.58% | 1,003 | Trimmed |
| 23 | XLV | ST STR H/C SEL SCTR ETF | $41,491 | 0.32% | 283 | New |
| 24 | GOOGL | ALPHABET INC A | $41,984 | 0.32% | 146 | Trimmed |
| 25 | ILF | ISHARES LATIN AMERICA 40 ETF | $42,375 | 0.32% | 1,193 | New |
Source: SEC Form 13F filings · as of 2026-03-31