SSUS — STRATEGY SHS

Ownership history in AlphaCore Capital LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which AlphaCore Capital LLC reported a position in STRATEGY SHS (SSUS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.2% (2025 Q4)
Avg. % of fund
0.2%
First filed
2025 Q4
Last filed
2025 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 185,892 — — 0.20% $9.1M $48.75
% of Fund (quarterly)    SSUS price (monthly, adj. close)

Other funds also holding SSUS

As of 2025 Q4 — sorted by position size

Pacific Sage Partners, LLC 3Y 2.84% Ashton Thomas Private Wealth, LLC 1.36% SkyOak Wealth, LLC 3Y 1.29% ROMAN BUTLER FULLERTON & CO 3Y 7Y 0.69% Discipline Wealth Solutions, LLC 0.63% IHT Wealth Management, LLC 3Y 7Y 0.61% Integrated Wealth Concepts LLC 3Y 7Y 0.55% Prospera Financial Services Inc 3Y 7Y 0.54% Wilian Securities, LLC 0.31% OneDigital Investment Advisors LLC 3Y 7Y 0.17%
← Back to AlphaCore Capital LLC Holdings