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 Q3	$5.35K	Hold	165	–	–	﹤0.01%	610
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	$5.4K	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

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Heritage Wealth Architects Mendota Heights, Minnesota $246M AUM 11.42% 1-Year Est. Return

Ted Buchan & Co San Diego, California $303M AUM 15.07% 1-Year Est. Return

Freedom Financial Partners Oakdale, Minnesota $305M AUM 12.88% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

CMAI

Capital Management Associates Inc Minneapolis, Minnesota $499M AUM 17.81% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

Paladin Wealth Arden Hills, Minnesota $185M AUM 12.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Financial Perspectives's RUNN Position: Q3 2026 in Review

Financial Perspectives held its Strategic Trust Running Oak Efficient Growth ETF (RUNN) position steady in Q3 2026 at 165 shares worth $5.35K. The position accounts for ﹤0.01% of the portfolio, ranked #610.

Financial Perspectives first reported a position in RUNN in Q2 2024 and has held it in 10 quarters since. The position peaked at $5.64K in Q3 2025. 25 funds tracked by Wall St. Rank hold RUNN as of Q3 2026.

Financial Perspectives held 165 shares of Strategic Trust Running Oak Efficient Growth ETF worth $5.35K as of Q3 2026.
Financial Perspectives left its Strategic Trust Running Oak Efficient Growth ETF share count unchanged in Q3 2026.
Strategic Trust Running Oak Efficient Growth ETF made up ﹤0.01% of Financial Perspectives's portfolio in Q3 2026, its #610 holding.
Financial Perspectives first reported a position in Strategic Trust Running Oak Efficient Growth ETF in Q2 2024 and has held it in 10 quarters since.
Financial Perspectives's Strategic Trust Running Oak Efficient Growth ETF position peaked at $5.64K in Q3 2025.
25 funds tracked by Wall St. Rank held Strategic Trust Running Oak Efficient Growth ETF as of Q3 2026.

Based on Financial Perspectives's 13F filing for Q3 2026, filed 3 Nov 2026.