IAGL
STRK

Innovative Advisory Group, LLC’s Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock STRK Stock Holding History

Innovative Advisory Group, LLC’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
-1,970
Closed -$155K – 249
2025
Q4 		$155K Buy
+1,970
New +$170K 0.1% 44

Other funds holding STRK

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Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
PC
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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
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

Innovative Advisory Group, LLC's STRK Position: Q1 2026 in Review

Innovative Advisory Group, LLC sold out of Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock (STRK) in Q1 2026, closing a stake of 1,970 shares — an estimated $155K sold.

Innovative Advisory Group, LLC first reported a position in STRK in Q4 2025 and held it in 1 quarter. The position peaked at $155K in Q4 2025. 92 funds tracked by Wall St. Rank hold STRK as of Q1 2026.

  • Innovative Advisory Group, LLC reported no remaining Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock position as of Q1 2026 after selling out during the quarter.
  • Innovative Advisory Group, LLC sold 1,970 Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock shares in Q1 2026, an estimated $155K.
  • Innovative Advisory Group, LLC first reported a position in Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock in Q4 2025 and held it in 1 quarter.
  • Innovative Advisory Group, LLC's Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock position peaked at $155K in Q4 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 Innovative Advisory Group, LLC's 13F filing for Q1 2026, filed 22 Sep 2026.