BAM
RUNN icon

Belpointe Asset Management’s Strategic Trust Running Oak Efficient Growth ETF RUNN Stock Holding History

Belpointe Asset 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
2026
Q2 		– Sell
-50,162
Closed -$1.62M – 1219
2026
Q1 		$1.62M Buy
+50,162
New +$1.7M 0.06% 298
2025
Q4 		– Sell
-49,858
Closed -$1.71M – 1095
2025
Q3 		$1.71M Sell
49,858
-1,109
-2% -$38K 0.07% 255
2025
Q2 		$1.72M Sell
50,967
-1,600
-3% -$51.9K 0.07% 228
2025
Q1 		$1.7M Buy
+52,567
New +$1.75M 0.09% 216

Other funds holding RUNN

HWA
Heritage Wealth Architects Mendota Heights, Minnesota $251M AUM 18.04% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
TBC
Ted Buchan & Co San Diego, California $306M AUM 21.07% 1-Year Est. Return
LOWM
Laurel Oak Wealth Management Marlton, New Jersey $687M AUM
CMAI
Capital Management Associates Inc Minneapolis, Minnesota $498M AUM 26.46% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
JCM
Jacobi Capital Management Pittston, Pennsylvania $2.04B AUM 26.26% 1-Year Est. Return
PB
Pinnacle Bancorp Beatrice, Nebraska $384M AUM 21.52% 1-Year Est. Return

Belpointe Asset Management's RUNN Position: Q2 2026 in Review

Belpointe Asset Management sold out of Strategic Trust Running Oak Efficient Growth ETF (RUNN) in Q2 2026, closing a stake of 50,162 shares — an estimated $1.62M sold.

Belpointe Asset Management first reported a position in RUNN in Q1 2025 and held it in 4 quarters. The position peaked at $1.72M in Q2 2025. 13 funds tracked by Wall St. Rank hold RUNN as of Q2 2026.

  • Belpointe Asset Management reported no remaining Strategic Trust Running Oak Efficient Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Belpointe Asset Management sold 50,162 Strategic Trust Running Oak Efficient Growth ETF shares in Q2 2026, an estimated $1.62M.
  • Belpointe Asset Management first reported a position in Strategic Trust Running Oak Efficient Growth ETF in Q1 2025 and held it in 4 quarters.
  • Belpointe Asset Management's Strategic Trust Running Oak Efficient Growth ETF position peaked at $1.72M in Q2 2025.
  • 13 funds tracked by Wall St. Rank held Strategic Trust Running Oak Efficient Growth ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.