Trask Adam Roland »

Global X Fds us pfd etf shares owned by Trask Adam Roland

Quarter-by-quarter ownership of Global X Fds us pfd etf (PFFD) shares owned by Trask Adam Roland from 13F filings

Historical chart of Trask Adam Roland investment in Global X Fds us pfd etf

Tip: Access up to 7 years of quarterly data

All positions including Global X Fds us pfd etf held by Trask Adam Roland consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Global X Fds us pfd etf by Trask Adam Roland

Quarter filed Position value Share count Share price at filing
2026-03-31 $60k 3.3k 18.40

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 Global X Fds us pfd etf

Orgel Wealth Management
Bank of America Corporation
LPL Financial
Global X Japan
Morgan Stanley
Wells Fargo & Company
Envestnet Asset Management
Lido Advisors
Susquehanna International
Fukoku Mutual Life Insurance
State of Wisconsin - Board of Commissioners of Public Lands
New York Life Investment Management
Cetera Investment Advisers
Huntington Asset Advisors
Sei Investments

View all funds holding Global X Fds us pfd etf