Carson Wealth (CWM LLC)
RUNN icon

Carson Wealth (CWM LLC)’s Strategic Trust Running Oak Efficient Growth ETF RUNN Stock Holding History

Carson Wealth (CWM LLC)’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
Q4 		– Sell
-269
Closed -$9K – 5600
2025
Q3 		$9K Buy
269
+37
+16% +$1.27K ﹤0.01% 4536
2025
Q2 		$8K Hold
232
– – ﹤0.01% 4409
2025
Q1 		$8K Buy
+232
New +$7.7K ﹤0.01% 4237

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
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
FD
Financial Designs Claremont, California $187M AUM 14.59% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Carson Wealth (CWM LLC)'s RUNN Position: Q4 2025 in Review

Carson Wealth (CWM LLC) sold out of Strategic Trust Running Oak Efficient Growth ETF (RUNN) in Q4 2025, closing a stake of 269 shares — an estimated $9K sold.

Carson Wealth (CWM LLC) first reported a position in RUNN in Q1 2025 and held it in 3 quarters. The position peaked at $9K in Q3 2025. 50 funds tracked by Wall St. Rank hold RUNN as of Q4 2025.

  • Carson Wealth (CWM LLC) reported no remaining Strategic Trust Running Oak Efficient Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 269 Strategic Trust Running Oak Efficient Growth ETF shares in Q4 2025, an estimated $9K.
  • Carson Wealth (CWM LLC) first reported a position in Strategic Trust Running Oak Efficient Growth ETF in Q1 2025 and held it in 3 quarters.
  • Carson Wealth (CWM LLC)'s Strategic Trust Running Oak Efficient Growth ETF position peaked at $9K in Q3 2025.
  • 50 funds tracked by Wall St. Rank held Strategic Trust Running Oak Efficient Growth ETF as of Q4 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2025, filed 26 Jan 2026.