APP
STRK

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
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
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
PC
ParaFi Capital New York $462M AUM 12.81% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Avantax Planning Partners's STRK Position: Q1 2026 in Review

Avantax Planning Partners held its Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock (STRK) position steady in Q1 2026 at 2,953 shares worth $209K. The position accounts for 0.01% of the portfolio, ranked #414.

Avantax Planning Partners first reported a position in STRK in Q2 2025 and has held it in 4 quarters since. The position peaked at $357K in Q2 2025. 92 funds tracked by Wall St. Rank hold STRK as of Q1 2026.

  • Avantax Planning Partners held 2,953 shares of Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock worth $209K as of Q1 2026.
  • Avantax Planning Partners left its Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock share count unchanged in Q1 2026.
  • Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock made up 0.01% of Avantax Planning Partners's portfolio in Q1 2026, its #414 holding.
  • Avantax Planning Partners first reported a position in Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock in Q2 2025 and has held it in 4 quarters since.
  • Avantax Planning Partners's Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock position peaked at $357K in Q2 2025.
  • 92 funds tracked by Wall St. Rank held Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock as of Q1 2026.

Based on Avantax Planning Partners's 13F filing for Q1 2026, filed 4 May 2026.