Kestra Advisory Services
STRK icon

Kestra Advisory Services’s Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock STRK Stock Holding History

Kestra Advisory Services’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
-5,990
Closed -$472K – 4556
2025
Q4 		$472K Sell
5,990
-504
-8% -$43.4K ﹤0.01% 2193
2025
Q3 		$596K Buy
6,494
+4,629
+248% +$481K ﹤0.01% 1941
2025
Q2 		$226K Buy
+1,865
New +$178K ﹤0.01% 2574

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PC
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VanEck Associates
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Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Kestra Advisory Services's STRK Position: Q1 2026 in Review

Kestra Advisory Services sold out of Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock (STRK) in Q1 2026, closing a stake of 5,990 shares — an estimated $472K sold.

Kestra Advisory Services first reported a position in STRK in Q2 2025 and held it in 3 quarters. The position peaked at $596K in Q3 2025. 92 funds tracked by Wall St. Rank hold STRK as of Q1 2026.

  • Kestra Advisory Services reported no remaining Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 5,990 Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock shares in Q1 2026, an estimated $472K.
  • Kestra Advisory Services first reported a position in Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock in Q2 2025 and held it in 3 quarters.
  • Kestra Advisory Services's Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock position peaked at $596K 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 Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.