SSUS — STRATEGY SHS

Ownership history in Prospera Financial Services Inc  ·  13 quarters on record

This page tracks every 13F SEC filing in which Prospera Financial Services Inc 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
1.09% (2023 Q2)
Avg. % of fund
0.86%
First filed
2022 Q3
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 680,543 -79,727 -10.5% 0.54% $33.2M $48.75
2025 Q3 REDUCED 760,270 -31,553 -4.0% 0.63% $36.7M $48.06
2025 Q2 REDUCED 791,823 -23,697 -2.9% 0.66% $35.6M $44.74
2025 Q1 REDUCED 815,520 -11,933 -1.4% 0.76% $33.2M $40.50
9 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% IHT Wealth Management, LLC 3Y 7Y 0.61% Integrated Wealth Concepts LLC 3Y 7Y 0.55% Wilian Securities, LLC 0.31% AlphaCore Capital LLC 3Y 0.2% OneDigital Investment Advisors LLC 3Y 7Y 0.17%
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