STRATEGY SHS's ticker is SSUS and the CUSIP is 86280R803.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $297,117 | -8.1% | 8,708 | -4.4% | 0.02% | -10.7% |
| Q2 2023 | $323,425 | +5.0% | 9,108 | -2.4% | 0.03% | -3.4% |
| Q1 2023 | $307,918 | +9.3% | 9,328 | +0.9% | 0.03% | 0.0% |
| Q4 2022 | $281,787 | -46.9% | 9,248 | -49.7% | 0.03% | -3.3% |
| Q3 2022 | $531,000 | -7.3% | 18,376 | 0.0% | 0.03% | -9.1% |
| Q2 2022 | $573,000 | -8.8% | 18,376 | +4.1% | 0.03% | +10.0% |
| Q1 2022 | $628,000 | +151.2% | 17,660 | +162.8% | 0.03% | +20.0% |
| Q4 2021 | $250,000 | – | 6,720 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Donald L. Hagan, LLC | 761,642 | $25,987,215 | 15.56% |
| ARQ WEALTH ADVISORS, LLC | 120,709 | $4,118,591 | 3.08% |
| Pacific Sage Partners, LLC | 283,091 | $9,659,065 | 2.91% |
| J2 Capital Management Inc | 65,071 | $2,220,223 | 2.81% |
| Prosperity Wealth Management, Inc. | 96,828 | $3,303,771 | 2.13% |
| SkyOak Wealth, LLC | 180,775 | $6,168,043 | 1.80% |
| Prospera Financial Services Inc | 823,860 | $28,109,890 | 1.09% |
| IHT Wealth Management, LLC | 541,403 | $18,472,659 | 0.94% |
| ROMAN BUTLER FULLERTON & CO | 52,146 | $1,795,925 | 0.85% |
| Prosperity Financial Group, Inc. | 27,543 | $939,750 | 0.78% |