AWA
RUNN icon

Arete Wealth Advisors’s Strategic Trust Running Oak Efficient Growth ETF RUNN Stock Holding History

Arete Wealth 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
2026
Q1 		$1.29M Buy
+39,920
New +$1.35M 0.1% 196

Other funds holding RUNN

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
HWA
Heritage Wealth Architects Mendota Heights, Minnesota $251M AUM 18.04% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 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
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Arete Wealth Advisors's RUNN Position: Q1 2026 in Review

Arete Wealth Advisors opened a new position in Strategic Trust Running Oak Efficient Growth ETF (RUNN) in Q1 2026: 39,920 shares worth $1.29M. The stake represents 0.1% of the portfolio and ranks #196 among its holdings.

47 funds tracked by Wall St. Rank hold RUNN as of Q1 2026.

  • Arete Wealth Advisors held 39,920 shares of Strategic Trust Running Oak Efficient Growth ETF worth $1.29M as of Q1 2026.
  • Strategic Trust Running Oak Efficient Growth ETF was a new Arete Wealth Advisors position in Q1 2026.
  • Strategic Trust Running Oak Efficient Growth ETF made up 0.1% of Arete Wealth Advisors's portfolio in Q1 2026, its #196 holding.
  • 47 funds tracked by Wall St. Rank held Strategic Trust Running Oak Efficient Growth ETF as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.