Park Square Financial Group Activity Analysis: Q3 2026 Portfolio Changes
This analysis details observable purchases and sales by Park Square Financial Group in their portfolio during the third quarter of 2026.
According to the filing data available as of June 30, 2026, Park Square Financial Group, Llc has shown specific changes in its holdings during this period.
The investor was notably active with several significant sales. They sold a substantial position in FIRST TRUST LONG DUR OPPO ETF (LGOV), which saw an 85.54% reduction in its portfolio allocation, equivalent to selling approximately 12,737 shares. Similarly, they sold FIRST TRUST SMITH UNCON BOND ETF (UCON), reducing the position by about 15.68% or roughly 4,961 fewer shares. The sale of FT ENH SHORT MTY ETF (FTSM) was also significant, representing an approximate 17.68% decrease in the number of shares held during this quarter.
In addition to these sales, other holdings saw notable reductions: FT LOW DUR OPPTYS ETF (LMBS) decreased by 16.36%, and the widely held SPDR S&P 500 ETF (SPY) saw a reduction of about 23.42% in its share count.
Conversely, the data indicates that Park Square Financial Group added new positions or increased existing ones during Q3 2026. The most significant purchase appears to be FRST TRST SMID CAP RSNG DIV ACH ETF (SDVY), representing a massive increase of over 3,287% in its portfolio allocation. Another notable addition was FRKLN INTL LW VLTY HG DIV INDX ETF (LVHI).
The investor also modified other positions during the quarter, including reducing holdings in several previously mentioned funds and adding new ones beyond those listed as significant buys. The overall portfolio value stood at $10,900,394.00 as of June 30, 2026.