FFA
RUNN icon

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

Founders Financial Alliance’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
-8,400
Closed -$288K – 694
2025
Q3 		$288K Hold
8,400
– – 0.05% 293
2025
Q2 		$284K Hold
8,400
– – 0.06% 264
2025
Q1 		$272K Sell
8,400
-4,100
-33% -$136K 0.07% 275
2024
Q4 		$410K Sell
12,500
-150
-1% -$5.11K 0.11% 176
2024
Q3 		$423K Buy
12,650
+150
+1% +$4.78K 0.12% 172
2024
Q2 		$382K Buy
12,500
+3,500
+39% +$106K 0.11% 177
2024
Q1 		$281K Buy
+9,000
New +$265K 0.08% 214

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

Founders Financial Alliance's RUNN Position: Q4 2025 in Review

Founders Financial Alliance sold out of Strategic Trust Running Oak Efficient Growth ETF (RUNN) in Q4 2025, closing a stake of 8,400 shares — an estimated $288K sold.

Founders Financial Alliance first reported a position in RUNN in Q1 2024 and held it in 7 quarters. The position peaked at $423K in Q3 2024. 50 funds tracked by Wall St. Rank hold RUNN as of Q4 2025.

  • Founders Financial Alliance reported no remaining Strategic Trust Running Oak Efficient Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Founders Financial Alliance sold 8,400 Strategic Trust Running Oak Efficient Growth ETF shares in Q4 2025, an estimated $288K.
  • Founders Financial Alliance first reported a position in Strategic Trust Running Oak Efficient Growth ETF in Q1 2024 and held it in 7 quarters.
  • Founders Financial Alliance's Strategic Trust Running Oak Efficient Growth ETF position peaked at $423K in Q3 2024.
  • 50 funds tracked by Wall St. Rank held Strategic Trust Running Oak Efficient Growth ETF as of Q4 2025.

Based on Founders Financial Alliance's 13F filing for Q4 2025, filed 12 Feb 2026.