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Brookwood Investment Group’s Strategic Trust Running Oak Efficient Growth ETF RUNN Stock Holding History

Brookwood Investment Group’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
-29,484
Closed -$983K – 580
2025
Q4 		$983K Buy
29,484
+2,031
+7% +$68.2K 0.12% 173
2025
Q3 		$941K Buy
27,453
+1,121
+4% +$38.5K 0.12% 158
2025
Q2 		$891K Buy
26,332
+1,581
+6% +$51.3K 0.14% 148
2025
Q1 		$803K Buy
+24,751
New +$822K 0.14% 151

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

Brookwood Investment Group's RUNN Position: Q1 2026 in Review

Brookwood Investment Group sold out of Strategic Trust Running Oak Efficient Growth ETF (RUNN) in Q1 2026, closing a stake of 29,484 shares — an estimated $983K sold.

Brookwood Investment Group first reported a position in RUNN in Q1 2025 and held it in 4 quarters. The position peaked at $983K in Q4 2025. 47 funds tracked by Wall St. Rank hold RUNN as of Q1 2026.

  • Brookwood Investment Group reported no remaining Strategic Trust Running Oak Efficient Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Brookwood Investment Group sold 29,484 Strategic Trust Running Oak Efficient Growth ETF shares in Q1 2026, an estimated $983K.
  • Brookwood Investment Group first reported a position in Strategic Trust Running Oak Efficient Growth ETF in Q1 2025 and held it in 4 quarters.
  • Brookwood Investment Group's Strategic Trust Running Oak Efficient Growth ETF position peaked at $983K in Q4 2025.
  • 47 funds tracked by Wall St. Rank held Strategic Trust Running Oak Efficient Growth ETF as of Q1 2026.

Based on Brookwood Investment Group's 13F filing for Q1 2026, filed 4 May 2026.