Trask Adam Roland’s Global X Guru Index ETF GURU Stock Holding History

Trask Adam Roland’s Portfolio GURU Stock Details GURU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$58.1K	Buy	+3,075	New	+$188K	0.06%	100

Other funds holding GURU

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SWA

SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Trask Adam Roland's GURU Position: Q1 2026 in Review

Trask Adam Roland opened a new position in Global X Guru Index ETF (GURU) in Q1 2026: 3,075 shares worth $58.1K. The stake represents 0.06% of the portfolio and ranks #100 among its holdings.

18 funds tracked by Wall St. Rank hold GURU as of Q1 2026.

Trask Adam Roland held 3,075 shares of Global X Guru Index ETF worth $58.1K as of Q1 2026.
Global X Guru Index ETF was a new Trask Adam Roland position in Q1 2026.
Global X Guru Index ETF made up 0.06% of Trask Adam Roland's portfolio in Q1 2026, its #100 holding.
18 funds tracked by Wall St. Rank held Global X Guru Index ETF as of Q1 2026.

Based on Trask Adam Roland's 13F filing for Q1 2026, filed 15 May 2026.