Park Square Financial Group, LLC Sells in Q2 2025

Park Square Financial Group, LLC

  • $138 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
HYG
Ishares Tr

ETFs
-14.6K
- 30.49%
$75.75 - $80.65 $1.11M - $1.18M
33.3K $2.69B
RDVY
First Trust Rising Dividend Ac

ETFs
-18.9K
- 33.05%
$51.6 - $62.74 $975K - $1.19M
38.3K $2.4B
FDL
First Tr Morningstar Dividend

ETFs
-15.9K
- 19.52%
$38.19 - $43.19 $609K - $689K
65.7K $2.75B
AAPL
Apple Inc.

Technology
-1.47K
- 5.22%
$172.42 - $223.89 $254K - $330K
26.8K $5.49B
RSP
Invesco S&P 500 Equal Weight E

ETFs
-4.94K
- 23.41%
$152.93 - $181.74 $755K - $898K
16.2K $2.94B
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-11.3K
- 18.11%
$59.8 - $60.07 $674K - $677K
51K $3.05B
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.58K
- 23.05%
$496.48 - $617.85 $784K - $976K
5.27K $3.26B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-16.7K
- 89.43%
$29.52 - $35.31 $493K - $589K
1.97K $69.6M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-11.2K
- 22.23%
$48.5 - $49.35 $542K - $551K
39.1K $1.93B
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-21.7K
- 22.23%
$24.48 - $24.9 $531K - $540K
75.9K $1.89B
FSIG
First Tr ETF Iv LTD Duration I
-28.4K
- 23.02%
$18.77 - $19.14 $533K - $544K
95K $1.82B
JNK
Spdr Bloomberg High Yield Bond

ETFs
-5.39K
- 30.39%
$91.23 - $97.27 $492K - $524K
12.3K $1.2B
FTGC
First Trust Global Tactical CO

ETFs
-8.13K
- 20.68%
$23.09 - $25.91 $188K - $211K
31.2K $769M
GLD
Spdr Gold Trust

ETFs
-945
- 19.15%
$273.71 - $316.29 $259K - $299K
3.99K $1.22B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-926
- 23.68%
$416.06 - $551.64 $385K - $511K
2.98K $1.65B
UNH
Unitedhealth Group Inc

Healthcare
-28
- 3.6%
$274.35 - $599.47 $7.68K - $16.8K
749 $234M
ECL
Ecolab Inc.

Basic Materials
-650
- 89.29%
$225.65 - $270.95 $147K - $176K
78 $21M
IVV
Ishares Core S&P 500 ETF

ETFs
-240
- 55.56%
$498.8 - $620.9 $120K - $149K
192 $119M
HEFA
Ishares Currency Hedged Msci E

ETFs
-3.82K
- 19.66%
$32.11 - $38.21 $123K - $146K
15.6K $593M
SJNK
Spdr Bloomberg Short Term High

ETFs
-3.91K
- 29.21%
$24.12 - $25.48 $94.3K - $99.6K
9.48K $242M
XOM
Exxon Mobil Corp

Energy
-265
- 4.6%
$99.93 - $119.04 $26.5K - $31.5K
5.5K $593M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-101
- 35.31%
$483.07 - $625.6 $48.8K - $63.2K
185 $97.1M
CRM
Salesforce, Inc.

Technology
-313
- 52.25%
$236.26 - $291.15 $73.9K - $91.1K
286 $78M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-880
- 49.8%
$83.97 - $92.85 $73.9K - $81.7K
887 $78.3M
LVHI
Franklin International Low Vol

ETFs
-2.45K
- 12.38%
$28.91 - $33.28 $70.9K - $81.7K
17.4K $565M
DELL
Dell Technologies Inc.

Technology
-966
- 66.53%
$71.63 - $125.98 $69.2K - $122K
486 $59.5M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-45
- 4.28%
$483.48 - $539.8 $21.8K - $24.3K
1.01K $489M
FBT
First Trust Nyse Arca Biotechn

ETFs
-394
- 61.76%
$145.67 - $165.99 $57.4K - $65.4K
244 $39.4M
EMB
Ishares Tr

ETFs
-725
- 90.06%
$86.54 - $92.62 $62.7K - $67.1K
80 $7.41M
XLE
Energy Sector Spdr

ETFs
-550
- 25.58%
$76.44 - $94.13 $42K - $51.8K
1.6K $136M
LGOV
First Tr ETF Iv Long Duration

ETFs
-2.51K
- 4.2%
$20.73 - $21.92 $52.1K - $55K
57.3K $1.23B
IXUS
Ishares Tr

ETFs
-925
- 48.05%
$62.37 - $77.63 $57.7K - $71.8K
1K $77.3M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
-878
- 69.57%
$61.92 - $81.5 $54.4K - $71.6K
384 $31.3M
CW
Curtiss Wright Corp

Industrials
-185
- 82.22%
$283.18 - $488.55 $52.4K - $90.4K
40 $19.5M
ORCL
Oracle Corp

Technology
-730
- 53.01%
$122.82 - $218.63 $89.7K - $160K
647 $141M
VDE
Vanguard Energy ETF

ETFs
-117
- 3.52%
$105.87 - $130.56 $12.4K - $15.3K
3.21K $382M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-471
- 34.91%
$96.84 - $99.46 $45.6K - $46.8K
878 $87.1M
SOXX
Ishares Semiconductor ETF

ETFs
-527
- 33.04%
$154.86 - $239.07 $81.6K - $126K
1.07K $255M
HWM
Howmet Aerospace Inc.

Industrials
-699
- 45.13%
$112.33 - $186.13 $78.5K - $130K
850 $158M
ETR
Entergy Corp

Utilities
-474
- 70.33%
$79.01 - $86.61 $37.5K - $41.1K
200 $16.6M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-432
- 96.0%
$85.42 - $94.39 $36.9K - $40.8K
18 $1.69M
EDIV
Spdr S&P Emerging Dividends Et

ETFs
-1.36K
- 28.54%
$32.61 - $38.62 $44.4K - $52.6K
3.41K $130M
MRK
Merck & Co., Inc.

Healthcare
-125
- 4.88%
$73.47 - $87.12 $9.18K - $10.9K
2.44K $193M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-726
- 67.98%
$49.79 - $50.75 $36.1K - $36.8K
342 $17.4M
CVX
Chevron Corp

Energy
-93
- 9.62%
$133.73 - $168.51 $12.4K - $15.7K
874 $125M
HUBS
Hubspot Inc

Technology
-50
- 20.0%
$487.07 - $672.24 $24.4K - $33.6K
200 $111M
Wells Fargo CO New
-25
- 38.46%
N/A
40 $47M
CLOI
Vaneck ETF Tr

ETFs
-592
- 22.14%
$51.16 - $53.02 $30.3K - $31.4K
2.08K $110M
CPRT
Copart Inc

Consumer Cyclical
-414
- 29.03%
$47.72 - $63.84 $19.8K - $26.4K
1.01K $49.7M
Activity Summary
Buys All Purchases 343 New Holdings 96 Increased Positions 247 Sells All Sells 243 Reductions 243 Sold out 0 Options Calls 0 Puts 0
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