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RUNN icon

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

Boulay Financial 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 		– Sell
-3,204,936
Closed -$107M – 6
2025
Q4 		$107M Sell
3,204,936
-152,445
-5% -$5.12M 12.56% 5
2025
Q3 		$115M Sell
3,357,381
-20,123
-0.6% -$690K 16.15% 4
2025
Q2 		$114M Buy
+3,377,504
New +$110M 17.24% 4

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 $3.18B AUM 21.22% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Boulay Financial Advisors's RUNN Position: Q1 2026 in Review

Boulay Financial Advisors sold out of Strategic Trust Running Oak Efficient Growth ETF (RUNN) in Q1 2026, closing a stake of 3,204,936 shares — an estimated $107M sold.

Boulay Financial Advisors first reported a position in RUNN in Q2 2025 and held it in 3 quarters. The position peaked at $115M in Q3 2025. 47 funds tracked by Wall St. Rank hold RUNN as of Q1 2026.

  • Boulay Financial Advisors reported no remaining Strategic Trust Running Oak Efficient Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Boulay Financial Advisors sold 3,204,936 Strategic Trust Running Oak Efficient Growth ETF shares in Q1 2026, an estimated $107M.
  • Boulay Financial Advisors first reported a position in Strategic Trust Running Oak Efficient Growth ETF in Q2 2025 and held it in 3 quarters.
  • Boulay Financial Advisors's Strategic Trust Running Oak Efficient Growth ETF position peaked at $115M in Q3 2025.
  • 47 funds tracked by Wall St. Rank held Strategic Trust Running Oak Efficient Growth ETF as of Q1 2026.

Based on Boulay Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.