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

Financial Perspectives’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	$5.33K	Hold	165	–	–	﹤0.01%	606
2026 Q1	$5.3K	Hold	165	–	–	﹤0.01%	583
2025 Q4	$5.49K	Hold	165	–	–	﹤0.01%	583
2025 Q3	$5.64K	Hold	165	–	–	﹤0.01%	574
2025 Q2	$5.57K	Hold	165	–	–	﹤0.01%	568
2025 Q1	$5.34K	Hold	165	–	–	﹤0.01%	564
2024 Q4	$5.39K	Buy	165 +1	+0.6%	+$34	﹤0.01%	561
2024 Q3	$5.48K	Hold	164	–	–	﹤0.01%	517
2024 Q2	$5.01K	Buy	+164	New	+$4.98K	﹤0.01%	517

Other funds holding RUNN

HWA

Heritage Wealth Architects Mendota Heights, Minnesota $251M AUM 18.04% 1-Year Est. Return

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 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

Pinnacle Bancorp Beatrice, Nebraska $384M AUM 21.52% 1-Year Est. Return

Financial Perspectives's RUNN Position: Q2 2026 in Review

Financial Perspectives held its Strategic Trust Running Oak Efficient Growth ETF (RUNN) position steady in Q2 2026 at 165 shares worth $5.33K. The position accounts for ﹤0.01% of the portfolio, ranked #606.

Financial Perspectives first reported a position in RUNN in Q2 2024 and has held it in 9 quarters since. The position peaked at $5.64K in Q3 2025. 13 funds tracked by Wall St. Rank hold RUNN as of Q2 2026.

Financial Perspectives held 165 shares of Strategic Trust Running Oak Efficient Growth ETF worth $5.33K as of Q2 2026.
Financial Perspectives left its Strategic Trust Running Oak Efficient Growth ETF share count unchanged in Q2 2026.
Strategic Trust Running Oak Efficient Growth ETF made up ﹤0.01% of Financial Perspectives's portfolio in Q2 2026, its #606 holding.
Financial Perspectives first reported a position in Strategic Trust Running Oak Efficient Growth ETF in Q2 2024 and has held it in 9 quarters since.
Financial Perspectives's Strategic Trust Running Oak Efficient Growth ETF position peaked at $5.64K in Q3 2025.
13 funds tracked by Wall St. Rank held Strategic Trust Running Oak Efficient Growth ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.