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PARK SQUARE FINANCIAL GROUP, LLC
PARK SQUARE FINANCIAL GROUP, LLC
Latest filing: 2026-06-30
PARK SQUARE FINANCIAL GROUP, LLC runs PARK SQUARE FINANCIAL GROUP, LLC and currently holds 210 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $11.08M. Their top holdings are FTSM, RSP, SPY, RDVY, FDL. The top five represent 35.6% of reported portfolio weight. PARK SQUARE FINANCIAL GROUP, LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, PARK SQUARE FINANCIAL GROUP, LLC initiated 7 new positions. They added to 10 existing positions. They trimmed 78 positions. Their current best-performing preview position is MU with returns of +241.66%.
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210 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 FTSM FT ENH SHORT MTY ETF | 7.92% | $59.77 | $59.87 | +0.17% | Trimmed -17.68% |
 RSP INVESCO S&P 500 EQUAL WEIGHT | 7.76% | $175.23 | $221.67 | +26.50% | Trimmed -29.78% |
 SPY SPDR S&P 500 ETF | 7.03% | $586.08 | $765.62 | +30.63% | Trimmed -23.42% |
 RDVY FT RISING DIV ACHIEV ETF | 6.50% | $59.14 | $81.95 | +38.57% | Trimmed -27.44% |
 FDL FIRST TRUST MORNINGSTAR DIV LDRS ETF | 6.44% | $40.26 | $53.11 | +31.91% | Trimmed -13.65% |
 HYG ISHS IBOX $ H/Y CORP ETF | 6.11% | $78.65 | $79.63 | +1.24% | Trimmed -16.51% |
 LMBS FT LOW DUR OPPTYS ETF | 5.37% | $48.67 | $49.53 | +1.77% | Trimmed -16.36% |
 UCON FIRST TRUST SMITH UNCON BOND ETF | 5.37% | $24.65 | $24.56 | -0.37% | Trimmed -17.19% |
FS FSIG FIRST TRUST LMT DR INV GRD CR ETF | 5.25% | $18.87 | $18.77 | -0.53% | Trimmed -15.68% |
 QQQ INV QQQ ETF | 4.33% | $577.18 | $713.44 | +23.61% | Trimmed -31.11% |
Showing 1-10 of 210