SSUS — STRATEGY SHS

Ownership history in IHT Wealth Management, LLC  ·  22 quarters on record

This page tracks every 13F SEC filing in which IHT Wealth Management, 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
0.99% (2024 Q3)
Avg. % of fund
0.58%
First filed
2020 Q3
Last filed
2025 Q4
Quarters held
22
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 513,817 -3,960 -0.8% 0.61% $25.0M $48.75
2025 Q3 REDUCED 517,777 -6,051 -1.2% 0.63% $25.0M $48.06
2025 Q2 REDUCED 523,828 -17,040 -3.2% 0.65% $23.6M $44.74
2025 Q1 REDUCED 540,868 -24,089 -4.3% 0.69% $22.0M $40.50
18 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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% Integrated Wealth Concepts LLC 3Y 7Y 0.55% Prospera Financial Services Inc 3Y 7Y 0.54% Wilian Securities, LLC 0.31% AlphaCore Capital LLC 3Y 0.2% OneDigital Investment Advisors LLC 3Y 7Y 0.17%
← Back to IHT Wealth Management, LLC Holdings