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Strategy Shs day hagan ned shares owned by Discipline Wealth Solutions

Quarter-by-quarter ownership of Strategy Shs day hagan ned (SSUS) shares owned by Discipline Wealth Solutions from 13F filings

Historical chart of Discipline Wealth Solutions investment in Strategy Shs day hagan ned

Tip: Access up to 7 years of quarterly data

All positions including Strategy Shs day hagan ned held by Discipline Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Strategy Shs day hagan ned by Discipline Wealth Solutions

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.2M 67k 48.31
2025-06-30 $2.4M 54k 44.97
2025-03-31 $549k 14k 40.71
2024-12-31 $3.2M 75k 42.07

More positions owned by Discipline Wealth Solutions

Vanguard Bd Index Fds Intermed Term (BIV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Dimensional Etf Trust Short Duration F (DFSD)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Direxion Shs Etf Tr Direxion Hcm (HCMT)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Core Intl Aggr (IAGG)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Aim Etf Products Trust Allianzim Us Equ (JANU)

View all positions for Discipline Wealth Solutions

Top funds holding Strategy Shs day hagan ned

Raymond James Financial
Ashton Thomas Private Wealth
Integrated Wealth Concepts
Royal Bank of Canada
Prospera Financial Services
CWM
Donald L. Hagan
IHT Wealth Management
LPL Financial
Resources Investment Advisors
Pacific Sage Partners
Morgan Stanley
Wealth Enhancement Advisory Services
SPC Financial
Steward Partners Investment Advisory

View all funds holding Strategy Shs day hagan ned