Top 50 Park Square Financial Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| RSP | INVESCO S&P 500 EQUAL WEIGHT | 8.38% | 5.8K | $1.1M | -20.63%(-1.50K) | $177.19(+14.94%) | 2026-03-31 | |
| FTSM | FT ENH SHORT MTY ETF | 8.1% | 17.8K | $1.1M | -6.44%(-1.23K) | $59.82(+0.08%) | 2026-03-31 | |
| SPY | SPDR S&P 500 ETF | 6.73% | 1.4K | $886K | -37.18%(-806) | $579.92(+29.01%) | 2026-03-31 | |
| FDL | FIRST TRUST MORNINGSTAR DIV LDRS ETF | 6.55% | 17.0K | $863K | -42.62%(-12.62K) | $41.10(+20.84%) | 2026-03-31 | |
| RDVY | FT RISING DIV ACHIEV ETF | 6.35% | 12.2K | $836K | -36.18%(-6.94K) | $59.18(+25.63%) | 2026-03-31 | |
| HYG | ISHS IBOX $ H/Y CORP ETF | 6.13% | 10.1K | $807K | -45.73%(-8.54K) | $79.48(+0.47%) | 2026-03-31 | |
| UCON | FIRST TRUST SMITH UNCON BOND ETF | 5.43% | 28.9K | $715K | -12.19%(-4.01K) | $24.89(+0.00%) | 2026-03-31 | |
| LMBS | FT LOW DUR OPPTYS ETF | 5.41% | 14.3K | $712K | -13.78%(-2.28K) | $48.52(+2.83%) | 2026-03-31 | |
| FSIG | FIRST TRUST LMT DR INV GRD CR ETF | 5.26% | 36.6K | $693K | -9.42%(-3.80K) | $19.04(-0.45%) | 2026-03-31 | |
| QQQ | INV QQQ ETF | 4.14% | 945 | $545K | new | $499.65(+44.06%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.65% | +62.85% |
| Top 20 Holdings Unweighted | +12.83% | +43.63% |
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