Creative Planning
STRK

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

Creative Planning’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
2025
Q3 		– Sell
-2,596
Closed -$314K – 4041
2025
Q2 		$314K Buy
+2,596
New +$248K ﹤0.01% 2861

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
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Creative Planning's STRK Position: Q3 2025 in Review

Creative Planning sold out of Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock (STRK) in Q3 2025, closing a stake of 2,596 shares — an estimated $314K sold.

Creative Planning first reported a position in STRK in Q2 2025 and held it in 1 quarter. The position peaked at $314K in Q2 2025. 92 funds tracked by Wall St. Rank hold STRK as of Q3 2025.

  • Creative Planning reported no remaining Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock position as of Q3 2025 after selling out during the quarter.
  • Creative Planning sold 2,596 Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock shares in Q3 2025, an estimated $314K.
  • Creative Planning first reported a position in Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock in Q2 2025 and held it in 1 quarter.
  • Creative Planning's Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock position peaked at $314K in Q2 2025.
  • 92 funds tracked by Wall St. Rank held Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock as of Q3 2025.

Based on Creative Planning's 13F filing for Q3 2025, filed 14 Nov 2025.