Kestra Private Wealth Services
STRK icon

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

Kestra Private Wealth 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
-3,086
Closed -$243K – 1898
2025
Q4 		$243K Sell
3,086
-1,836
-37% -$158K ﹤0.01% 1520
2025
Q3 		$451K Sell
4,922
-2,450
-33% -$255K 0.01% 1152
2025
Q2 		$892K Buy
7,372
+172
+2% +$16.4K 0.01% 786
2025
Q1 		$605K Buy
+7,200
New +$644K 0.01% 870

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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 Private Wealth Services's STRK Position: Q1 2026 in Review

Kestra Private Wealth Services sold out of Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock (STRK) in Q1 2026, closing a stake of 3,086 shares — an estimated $243K sold.

Kestra Private Wealth Services first reported a position in STRK in Q1 2025 and held it in 4 quarters. The position peaked at $892K in Q2 2025. 92 funds tracked by Wall St. Rank hold STRK as of Q1 2026.

  • Kestra Private Wealth 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 Private Wealth Services sold 3,086 Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock shares in Q1 2026, an estimated $243K.
  • Kestra Private Wealth Services first reported a position in Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock in Q1 2025 and held it in 4 quarters.
  • Kestra Private Wealth Services's Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock position peaked at $892K 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 Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.