Aptus Capital Advisors
STRK icon

Aptus Capital Advisors’s Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock STRK Stock Holding History

Aptus Capital Advisors’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 		$74.6K Buy
1,268
+4
+0.3% +$286 ﹤0.01% 1319
2026
Q1 		$89.4K Buy
1,264
+4
+0.3% +$320 ﹤0.01% 1178
2025
Q4 		$99.2K Buy
1,260
+3
+0.2% +$258 ﹤0.01% 1183
2025
Q3 		$115K Buy
1,257
+82
+7% +$8.53K ﹤0.01% 1092
2025
Q2 		$142K Buy
+1,175
New +$112K ﹤0.01% 1003

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
PC
ParaFi Capital New York $361M AUM 39.32% 1-Year Est. Return
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
Greenland Capital Management
Greenland Capital Management New York $812M AUM 45.54% 1-Year Est. Return
Infrastructure Capital Advisors
Infrastructure Capital Advisors New York $1.71B AUM 14.82% 1-Year Est. Return

Aptus Capital Advisors's STRK Position: Q2 2026 in Review

Aptus Capital Advisors increased its Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock (STRK) stake by 0.32% in Q2 2026, buying an estimated $286 and bringing the position to 1,268 shares worth $74.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1319.

Aptus Capital Advisors first reported a position in STRK in Q2 2025 and has held it in 5 quarters since. The position peaked at $142K in Q2 2025. 84 funds tracked by Wall St. Rank hold STRK as of Q2 2026.

  • Aptus Capital Advisors held 1,268 shares of Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock worth $74.6K as of Q2 2026.
  • Aptus Capital Advisors bought 4 Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock shares in Q2 2026, an estimated $286.
  • Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1319 holding.
  • Aptus Capital Advisors first reported a position in Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock in Q2 2025 and has held it in 5 quarters since.
  • Aptus Capital Advisors's Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock position peaked at $142K in Q2 2025.
  • 84 funds tracked by Wall St. Rank held Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.