Trask Adam Roland’s Global X US Preferred ETF PFFD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$59.8K	Buy	+3,252	New	+$62.2K	0.06%	98

Other funds holding PFFD

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

GXJ

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

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

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

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

Trask Adam Roland opened a new position in Global X US Preferred ETF (PFFD) in Q1 2026: 3,252 shares worth $59.8K. The stake represents 0.06% of the portfolio and ranks #98 among its holdings.

283 funds tracked by Wall St. Rank hold PFFD as of Q1 2026.

Trask Adam Roland held 3,252 shares of Global X US Preferred ETF worth $59.8K as of Q1 2026.
Global X US Preferred ETF was a new Trask Adam Roland position in Q1 2026.
Global X US Preferred ETF made up 0.06% of Trask Adam Roland's portfolio in Q1 2026, its #98 holding.
283 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q1 2026.

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