Park Square Financial Group, LLC - Portfolio overview

Park Square Financial Group, LLC has 321 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. RSP - INVESCO S&P 500 EQUAL WEIGHT, 8.47%
2. FTSM - FT ENH SHORT MTY ETF, 5.57%
3. LMBS - FT LOW DUR OPPTYS ETF, 5.14%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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