AE Wealth Management
STRK icon

AE Wealth Management’s Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock STRK Stock Holding History

AE Wealth Management’s Portfolio STRK Stock Details STRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18.9K Buy
322
+222
+222% +$15.8K ﹤0.01% 2268
2026
Q1 		$7.07K Buy
+100
New +$8K ﹤0.01% 2326

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VanEck Associates
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Mirae Asset Global ETFs Holdings
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PC
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
GCM
Greenland Capital Management New York $812M AUM 45.54% 1-Year Est. Return
ICA
Infrastructure Capital Advisors New York $1.71B AUM 14.82% 1-Year Est. Return

AE Wealth Management's STRK Position: Q2 2026 in Review

AE Wealth Management increased its Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock (STRK) stake by 222% in Q2 2026, buying an estimated $15.8K and bringing the position to 322 shares worth $18.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2268.

AE Wealth Management first reported a position in STRK in Q1 2026 and has held it in 2 quarters since. 84 funds tracked by Wall St. Rank hold STRK as of Q2 2026.

  • AE Wealth Management held 322 shares of Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock worth $18.9K as of Q2 2026.
  • AE Wealth Management bought 222 Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock shares in Q2 2026, an estimated $15.8K.
  • Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2268 holding.
  • AE Wealth Management first reported a position in Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock in Q1 2026 and has held it in 2 quarters since.
  • 84 funds tracked by Wall St. Rank held Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.