Avantax Planning Partners’s Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock STRK Stock Holding History

Avantax Planning Partners’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	–	Sell	-2,953	Closed	-$209K	–	475
2026 Q1	$209K	Hold	2,953	–	–	0.01%	414
2025 Q4	$233K	Hold	2,953	–	–	0.01%	392
2025 Q3	$271K	Hold	2,953	–	–	0.01%	371
2025 Q2	$357K	Buy	+2,953	New	+$282K	0.01%	319

Other funds holding STRK

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

ParaFi Capital New York $361M AUM 39.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Avantax Planning Partners's STRK Position: Q2 2026 in Review

Avantax Planning Partners sold out of Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock (STRK) in Q2 2026, closing a stake of 2,953 shares — an estimated $209K sold.

Avantax Planning Partners first reported a position in STRK in Q2 2025 and held it in 4 quarters. The position peaked at $357K in Q2 2025. 85 funds tracked by Wall St. Rank hold STRK as of Q2 2026.

Avantax Planning Partners reported no remaining Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock position as of Q2 2026 after selling out during the quarter.
Avantax Planning Partners sold 2,953 Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock shares in Q2 2026, an estimated $209K.
Avantax Planning Partners first reported a position in Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock in Q2 2025 and held it in 4 quarters.
Avantax Planning Partners's Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock position peaked at $357K in Q2 2025.
85 funds tracked by Wall St. Rank held Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.