Independent Advisor Alliance
STRK icon

Independent Advisor Alliance’s Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock STRK Stock Holding History

Independent Advisor Alliance’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 		$454K Buy
7,712
+1,772
+30% +$127K 0.01% 701
2026
Q1 		$420K Buy
5,940
+100
+2% +$8K ﹤0.01% 1187
2025
Q4 		$460K Buy
5,840
+303
+5% +$26.1K 0.01% 670
2025
Q3 		$508K Buy
5,537
+3,658
+195% +$380K 0.01% 620
2025
Q2 		$227K Buy
+1,879
New +$180K 0.01% 800

Other funds holding STRK

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

Independent Advisor Alliance's STRK Position: Q2 2026 in Review

Independent Advisor Alliance increased its Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock (STRK) stake by 30% in Q2 2026, buying an estimated $127K and bringing the position to 7,712 shares worth $454K. The position accounts for 0.01% of the portfolio, ranked #701.

Independent Advisor Alliance first reported a position in STRK in Q2 2025 and has held it in 5 quarters since. The position peaked at $508K in Q3 2025. 84 funds tracked by Wall St. Rank hold STRK as of Q2 2026.

  • Independent Advisor Alliance held 7,712 shares of Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock worth $454K as of Q2 2026.
  • Independent Advisor Alliance bought 1,772 Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock shares in Q2 2026, an estimated $127K.
  • Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #701 holding.
  • Independent Advisor Alliance 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.
  • Independent Advisor Alliance's Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock position peaked at $508K in Q3 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 Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.