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Atria Investments’s Strategic Trust Running Oak Efficient Growth ETF RUNN Stock Holding History

Atria Investments’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
Q4 		– Sell
-32,397
Closed -$1.11M – 2117
2025
Q3 		$1.11M Buy
32,397
+1,219
+4% +$41.8K 0.01% 1002
2025
Q2 		$1.06M Sell
31,178
-48,097
-61% -$1.56M 0.01% 1004
2025
Q1 		$2.57M Sell
79,275
-6,000
-7% -$199K 0.03% 608
2024
Q4 		$2.79M Buy
+85,275
New +$2.9M 0.03% 553

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
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
FD
Financial Designs Claremont, California $187M AUM 14.59% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Atria Investments's RUNN Position: Q4 2025 in Review

Atria Investments sold out of Strategic Trust Running Oak Efficient Growth ETF (RUNN) in Q4 2025, closing a stake of 32,397 shares — an estimated $1.11M sold.

Atria Investments first reported a position in RUNN in Q4 2024 and held it in 4 quarters. The position peaked at $2.79M in Q4 2024. 50 funds tracked by Wall St. Rank hold RUNN as of Q4 2025.

  • Atria Investments reported no remaining Strategic Trust Running Oak Efficient Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Atria Investments sold 32,397 Strategic Trust Running Oak Efficient Growth ETF shares in Q4 2025, an estimated $1.11M.
  • Atria Investments first reported a position in Strategic Trust Running Oak Efficient Growth ETF in Q4 2024 and held it in 4 quarters.
  • Atria Investments's Strategic Trust Running Oak Efficient Growth ETF position peaked at $2.79M in Q4 2024.
  • 50 funds tracked by Wall St. Rank held Strategic Trust Running Oak Efficient Growth ETF as of Q4 2025.

Based on Atria Investments's 13F filing for Q4 2025, filed 5 Feb 2026.