CFA
RUNN icon

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

Cahill 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 		$4.31M Buy
133,736
+5,796
+5% +$196K 0.47% 41
2025
Q4 		$4.27M Buy
127,940
+6,085
+5% +$204K 0.47% 40
2025
Q3 		$4.18M Sell
121,855
-692
-0.6% -$23.7K 0.48% 39
2025
Q2 		$4.15M Buy
122,547
+7,537
+7% +$244K 0.51% 36
2025
Q1 		$3.73M Buy
115,010
+8,408
+8% +$279K 0.51% 35
2024
Q4 		$3.49M Buy
106,602
+11,824
+12% +$403K 0.47% 38
2024
Q3 		$3.17M Buy
94,778
+16,680
+21% +$532K 0.43% 39
2024
Q2 		$2.38M Buy
78,098
+38,153
+96% +$1.16M 0.33% 59
2024
Q1 		$1.25M Buy
+39,945
New +$1.17M 0.17% 106

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

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

Cahill Financial Advisors increased its Strategic Trust Running Oak Efficient Growth ETF (RUNN) stake by 4.5% in Q1 2026, buying an estimated $196K and bringing the position to 133,736 shares worth $4.31M. The position accounts for 0.47% of the portfolio, ranked #41.

Cahill Financial Advisors first reported a position in RUNN in Q1 2024 and has held it in 9 quarters since. 47 funds tracked by Wall St. Rank hold RUNN as of Q1 2026.

  • Cahill Financial Advisors held 133,736 shares of Strategic Trust Running Oak Efficient Growth ETF worth $4.31M as of Q1 2026.
  • Cahill Financial Advisors bought 5,796 Strategic Trust Running Oak Efficient Growth ETF shares in Q1 2026, an estimated $196K.
  • Strategic Trust Running Oak Efficient Growth ETF made up 0.47% of Cahill Financial Advisors's portfolio in Q1 2026, its #41 holding.
  • Cahill Financial Advisors first reported a position in Strategic Trust Running Oak Efficient Growth ETF in Q1 2024 and has held it in 9 quarters since.
  • 47 funds tracked by Wall St. Rank held Strategic Trust Running Oak Efficient Growth ETF as of Q1 2026.

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