Trask Adam Roland »

Series Portfolios Tr shares owned by Trask Adam Roland

Quarter-by-quarter ownership of Series Portfolios Tr (ICAP) shares owned by Trask Adam Roland from 13F filings

Historical chart of Trask Adam Roland investment in Series Portfolios Tr

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All positions including Series Portfolios Tr held by Trask Adam Roland consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Series Portfolios Tr by Trask Adam Roland

Quarter filed Position value Share count Share price at filing
2026-03-31 $32k 1.2k 26.31

More positions owned by Trask Adam Roland

Eli Lilly & Co. (LLY)
Centrus Energy Corp Cl A (LEU)
Goldman Sachs Etf Tr Ultra Short Bond (GSST)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Apple (AAPL)
Stryker Corporation (SYK)
United Parcel Svcs CL B (UPS)
HNI Corporation (HNI)
Abbvie (ABBV)
Alphabet Cap Stk Cl A (GOOGL)
Constellation Energy (CEG)
Nuscale Pwr Corp Cl A Com (SMR)
Johnson & Johnson (JNJ)

View all positions for Trask Adam Roland

Top funds holding Series Portfolios Tr

Independent Financial Group
Janney Montgomery Scott
Infrastructure Capital Advisors
Goss Wealth Management
Advisor Group Holdings
Maridea Wealth Management
International Assets Investment Management
Trask Adam Roland
Steward Partners Investment Advisory
CWM
Signature
Archer Investment Corp
Morgan Stanley
Wells Fargo & Company

View all funds holding Series Portfolios Tr