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Park Square Financial Group’s T. Rowe Price Floating Rate ETF TFLR Stock Holding History

Park Square Financial Group’s Portfolio TFLR Stock Details TFLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-6
Closed -$302 – 256
2026
Q1 		$302 Buy
6
+1
+20% +$51 ﹤0.01% 233
2025
Q4 		$258 Hold
5
– – ﹤0.01% 233
2025
Q3 		$257 Hold
5
– – ﹤0.01% 248
2025
Q2 		$257 Buy
+5
New +$255 ﹤0.01% 987
2025
Q1 		– Sell
-14
Closed -$724 – 1042
2024
Q4 		$724 Buy
+14
New +$725 ﹤0.01% 911

Other funds holding TFLR

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CWM
Castle Wealth Management West Palm Beach, Florida $338M AUM 18.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MPCL
My Personal CFO LLC Vancouver, Washington $256M AUM 22.12% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Park Square Financial Group's TFLR Position: Q2 2026 in Review

Park Square Financial Group sold out of T. Rowe Price Floating Rate ETF (TFLR) in Q2 2026, closing a stake of 6 shares — an estimated $302 sold.

Park Square Financial Group first reported a position in TFLR in Q4 2024 and held it in 5 quarters. The position peaked at $724 in Q4 2024. 114 funds tracked by Wall St. Rank hold TFLR as of Q2 2026.

  • Park Square Financial Group reported no remaining T. Rowe Price Floating Rate ETF position as of Q2 2026 after selling out during the quarter.
  • Park Square Financial Group sold 6 T. Rowe Price Floating Rate ETF shares in Q2 2026, an estimated $302.
  • Park Square Financial Group first reported a position in T. Rowe Price Floating Rate ETF in Q4 2024 and held it in 5 quarters.
  • Park Square Financial Group's T. Rowe Price Floating Rate ETF position peaked at $724 in Q4 2024.
  • 114 funds tracked by Wall St. Rank held T. Rowe Price Floating Rate ETF as of Q2 2026.

Based on Park Square Financial Group's 13F filing for Q2 2026, filed 31 Jul 2026.