AF
RUNN icon

Apexium Financial’s Strategic Trust Running Oak Efficient Growth ETF RUNN Stock Holding History

Apexium Financial’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
2025
Q3 		$8.3M Buy
242,296
+42,208
+21% +$1.45M 0.4% 39
2025
Q2 		$6.77M Buy
200,088
+130,577
+188% +$4.23M 0.36% 42
2025
Q1 		$2.25M Buy
+69,511
New +$2.31M 0.13% 75

Other funds holding RUNN

BFA
Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
HWA
Heritage Wealth Architects Mendota Heights, Minnesota $251M AUM 18.04% 1-Year Est. Return
FD
Financial Designs Claremont, California $187M AUM 14.59% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Apexium Financial's RUNN Position: Q3 2025 in Review

Apexium Financial increased its Strategic Trust Running Oak Efficient Growth ETF (RUNN) stake by 21% in Q3 2025, buying an estimated $1.45M and bringing the position to 242,296 shares worth $8.3M. The position accounts for 0.4% of the portfolio, ranked #39.

Apexium Financial first reported a position in RUNN in Q1 2025 and has held it in 3 quarters since. 53 funds tracked by Wall St. Rank hold RUNN as of Q3 2025.

  • Apexium Financial held 242,296 shares of Strategic Trust Running Oak Efficient Growth ETF worth $8.3M as of Q3 2025.
  • Apexium Financial bought 42,208 Strategic Trust Running Oak Efficient Growth ETF shares in Q3 2025, an estimated $1.45M.
  • Strategic Trust Running Oak Efficient Growth ETF made up 0.4% of Apexium Financial's portfolio in Q3 2025, its #39 holding.
  • Apexium Financial first reported a position in Strategic Trust Running Oak Efficient Growth ETF in Q1 2025 and has held it in 3 quarters since.
  • 53 funds tracked by Wall St. Rank held Strategic Trust Running Oak Efficient Growth ETF as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.