Focus Partners Wealth
RUNN icon

Focus Partners Wealth’s Strategic Trust Running Oak Efficient Growth ETF RUNN Stock Holding History

Focus Partners Wealth’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 		$24.5M Sell
760,502
-62,658
-8% -$2.12M 0.03% 443
2025
Q4 		$27.4M Buy
+823,160
New +$27.6M 0.03% 415

Other funds holding RUNN

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
TBC
Ted Buchan & Co San Diego, California $275M AUM 18.72% 1-Year Est. Return

Focus Partners Wealth's RUNN Position: Q1 2026 in Review

Focus Partners Wealth reduced its Strategic Trust Running Oak Efficient Growth ETF (RUNN) stake by 7.6% in Q1 2026, selling an estimated $2.12M and leaving 760,502 shares worth $24.5M. The position accounts for 0.03% of the portfolio, ranked #443.

Focus Partners Wealth first reported a position in RUNN in Q4 2025 and has held it in 2 quarters since. The position peaked at $27.4M in Q4 2025. 47 funds tracked by Wall St. Rank hold RUNN as of Q1 2026.

  • Focus Partners Wealth held 760,502 shares of Strategic Trust Running Oak Efficient Growth ETF worth $24.5M as of Q1 2026.
  • Focus Partners Wealth sold 62,658 Strategic Trust Running Oak Efficient Growth ETF shares in Q1 2026, an estimated $2.12M.
  • Strategic Trust Running Oak Efficient Growth ETF made up 0.03% of Focus Partners Wealth's portfolio in Q1 2026, its #443 holding.
  • Focus Partners Wealth first reported a position in Strategic Trust Running Oak Efficient Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • Focus Partners Wealth's Strategic Trust Running Oak Efficient Growth ETF position peaked at $27.4M in Q4 2025.
  • 47 funds tracked by Wall St. Rank held Strategic Trust Running Oak Efficient Growth ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.