ASFA
RUNN icon

All Season Financial Advisors’s Strategic Trust Running Oak Efficient Growth ETF RUNN Stock Holding History

All Season Financial Advisors’s Portfolio RUNN Stock Details RUNN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$1.26M Buy
37,825
+18,145
+92% +$578K 1.08% 29
2024
Q2 		$601K Buy
+19,680
New +$598K 0.54% 44

Other funds holding RUNN

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
TBC
Ted Buchan & Co San Diego, California $306M AUM 21.07% 1-Year Est. Return
CFA
Cahill Financial Advisors Edina, Minnesota $924M AUM 16.55% 1-Year Est. Return
CMAI
Capital Management Associates Inc Minneapolis, Minnesota $498M AUM 26.46% 1-Year Est. Return
BWM
BlackDiamond Wealth Management New York $208M AUM 20.68% 1-Year Est. Return
TW
Transform Wealth Greenwood Village, Colorado $1.65B AUM 19.1% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

All Season Financial Advisors's RUNN Position: Q3 2024 in Review

All Season Financial Advisors increased its Strategic Trust Running Oak Efficient Growth ETF (RUNN) stake by 92% in Q3 2024, buying an estimated $578K and bringing the position to 37,825 shares worth $1.26M. The position accounts for 1.08% of the portfolio, ranked #29.

All Season Financial Advisors first reported a position in RUNN in Q2 2024 and has held it in 2 quarters since. 35 funds tracked by Wall St. Rank hold RUNN as of Q3 2024.

  • All Season Financial Advisors held 37,825 shares of Strategic Trust Running Oak Efficient Growth ETF worth $1.26M as of Q3 2024.
  • All Season Financial Advisors bought 18,145 Strategic Trust Running Oak Efficient Growth ETF shares in Q3 2024, an estimated $578K.
  • Strategic Trust Running Oak Efficient Growth ETF made up 1.08% of All Season Financial Advisors's portfolio in Q3 2024, its #29 holding.
  • All Season Financial Advisors first reported a position in Strategic Trust Running Oak Efficient Growth ETF in Q2 2024 and has held it in 2 quarters since.
  • 35 funds tracked by Wall St. Rank held Strategic Trust Running Oak Efficient Growth ETF as of Q3 2024.

Based on All Season Financial Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.