BCWM
RUNN icon

Bartlett & Co Wealth Management’s Strategic Trust Running Oak Efficient Growth ETF RUNN Stock Holding History

Bartlett & Co Wealth Management’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
Q2 		– Sell
-14
Closed -$454 – 1315
2025
Q1 		$454 Buy
+14
New +$465 ﹤0.01% 1143

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
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 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
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

Bartlett & Co Wealth Management's RUNN Position: Q2 2025 in Review

Bartlett & Co Wealth Management sold out of Strategic Trust Running Oak Efficient Growth ETF (RUNN) in Q2 2025, closing a stake of 14 shares — an estimated $454 sold.

Bartlett & Co Wealth Management first reported a position in RUNN in Q1 2025 and held it in 1 quarter. The position peaked at $454 in Q1 2025. 58 funds tracked by Wall St. Rank hold RUNN as of Q2 2025.

  • Bartlett & Co Wealth Management reported no remaining Strategic Trust Running Oak Efficient Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 14 Strategic Trust Running Oak Efficient Growth ETF shares in Q2 2025, an estimated $454.
  • Bartlett & Co Wealth Management first reported a position in Strategic Trust Running Oak Efficient Growth ETF in Q1 2025 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's Strategic Trust Running Oak Efficient Growth ETF position peaked at $454 in Q1 2025.
  • 58 funds tracked by Wall St. Rank held Strategic Trust Running Oak Efficient Growth ETF as of Q2 2025.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.