Trask Adam Roland’s Global X SuperIncome Preferred ETF SPFF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$17.8K	Buy	+2,000	New	+$18.5K	0.02%	153

Other funds holding SPFF

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

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

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

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

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

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

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

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

PWM

Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return

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

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

Trask Adam Roland opened a new position in Global X SuperIncome Preferred ETF (SPFF) in Q1 2026: 2,000 shares worth $17.8K. The stake represents 0.02% of the portfolio and ranks #153 among its holdings.

46 funds tracked by Wall St. Rank hold SPFF as of Q1 2026.

Trask Adam Roland held 2,000 shares of Global X SuperIncome Preferred ETF worth $17.8K as of Q1 2026.
Global X SuperIncome Preferred ETF was a new Trask Adam Roland position in Q1 2026.
Global X SuperIncome Preferred ETF made up 0.02% of Trask Adam Roland's portfolio in Q1 2026, its #153 holding.
46 funds tracked by Wall St. Rank held Global X SuperIncome Preferred ETF as of Q1 2026.

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