HWA
RUNN icon

Heritage Wealth Architects’s Strategic Trust Running Oak Efficient Growth ETF RUNN Stock Holding History

Heritage Wealth Architects’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 		$14.6M Buy
437,177
+32,039
+8% +$1.05M 5.8% 6
2026
Q1 		$13.4M Buy
405,138
+29,491
+8% +$999K 5.58% 6
2025
Q4 		$13.1M Buy
375,647
+64,852
+21% +$2.18M 6.12% 5
2025
Q3 		$10.7M Buy
310,795
+42,852
+16% +$1.47M 6.56% 4
2025
Q2 		$9.07M Buy
267,943
+8,433
+3% +$273K 6.68% 4
2025
Q1 		$8.42M Buy
+259,510
New +$8.62M 8.18% 4

Other funds holding RUNN

MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Heritage Wealth Architects's RUNN Position: Q2 2026 in Review

Heritage Wealth Architects increased its Strategic Trust Running Oak Efficient Growth ETF (RUNN) stake by 7.9% in Q2 2026, buying an estimated $1.05M and bringing the position to 437,177 shares worth $14.6M. The position accounts for 5.8% of the portfolio, ranked #6.

Heritage Wealth Architects first reported a position in RUNN in Q1 2025 and has held it in 6 quarters since. 4 funds tracked by Wall St. Rank hold RUNN as of Q2 2026.

  • Heritage Wealth Architects held 437,177 shares of Strategic Trust Running Oak Efficient Growth ETF worth $14.6M as of Q2 2026.
  • Heritage Wealth Architects bought 32,039 Strategic Trust Running Oak Efficient Growth ETF shares in Q2 2026, an estimated $1.05M.
  • Strategic Trust Running Oak Efficient Growth ETF made up 5.8% of Heritage Wealth Architects's portfolio in Q2 2026, its #6 holding.
  • Heritage Wealth Architects first reported a position in Strategic Trust Running Oak Efficient Growth ETF in Q1 2025 and has held it in 6 quarters since.
  • 4 funds tracked by Wall St. Rank held Strategic Trust Running Oak Efficient Growth ETF as of Q2 2026.

Based on Heritage Wealth Architects's 13F filing for Q2 2026, filed 15 Jul 2026.