Park Square Financial Group, LLC
Q4 2025 13F Holdings
- Locationroswell, GA
- Num holdings
239
- Value ($000)
$16,850
- Date Filed02/05/2026
- Form type13F-HR
- CIK0002058285
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHS IBOX $ H/Y CORP ETF | ETF - FIXED INCOME | 464288513 | $1.47M | 9 % | 18,682 | ||
SPDR S&P 500 ETF | ETF - EQUITY | 78462F103 | $1.27M | 8 % | 2,168 | ||
INVESCO S&P 500 EQUAL WEIGHT | ETF - EQUITY | 46137V357 | $1.27M | 8 % | 7,248 | ||
FIRST TRUST MORNINGSTAR DIV LDRS ETF | ETF - EQUITY | 336917109 | $1.19M | 7 % | 29,602 | ||
FT ENH SHORT MTY ETF | ETF - FIXED INCOME | 33739Q408 | $1.14M | 7 % | 19,067 | ||
FT RISING DIV ACHIEV ETF | ETF - EQUITY | 33738R506 | $1.13M | 7 % | 19,180 | ||
FIRST TRUST SMITH UNCON BOND ETF | ETF - FIXED INCOME | 33740F888 | $810.27K | 5 % | 32,871 | ||
FT LOW DUR OPPTYS ETF | ETF - FIXED INCOME | 33739Q200 | $806.75K | 5 % | 16,576 | ||
FIRST TRUST LMT DR INV GRD CR ETF | ETF - FIXED INCOME | 33738D804 | $761.88K | 5 % | 40,375 | ||
ST STR BLMBRG H/Y ETF | ETF - FIXED INCOME | 78468R622 | $644.33K | 4 % | 6,749 |
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