CWM
STRK

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

Calamos 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
Q1 		– Sell
-2,800
Closed -$221K – 591
2025
Q4 		$221K Hold
2,800
– – 0.01% 420
2025
Q3 		$257K Buy
+2,800
New +$291K 0.01% 373

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

Calamos Wealth Management's STRK Position: Q1 2026 in Review

Calamos Wealth Management sold out of Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock (STRK) in Q1 2026, closing a stake of 2,800 shares — an estimated $221K sold.

Calamos Wealth Management first reported a position in STRK in Q3 2025 and held it in 2 quarters. The position peaked at $257K in Q3 2025. 92 funds tracked by Wall St. Rank hold STRK as of Q1 2026.

  • Calamos Wealth Management reported no remaining Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock position as of Q1 2026 after selling out during the quarter.
  • Calamos Wealth Management sold 2,800 Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock shares in Q1 2026, an estimated $221K.
  • Calamos Wealth Management first reported a position in Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock in Q3 2025 and held it in 2 quarters.
  • Calamos Wealth Management's Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock position peaked at $257K in Q3 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 Calamos Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.