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 Q3	$14.4M	Buy	440,864 +3,687	+0.8%	+$125K	5.86%	6
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

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 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

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

MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

Laurel Oak Wealth Management Marlton, New Jersey $713M AUM 22.47% 1-Year Est. Return

Heritage Wealth Architects's RUNN Position: Q3 2026 in Review

Heritage Wealth Architects increased its Strategic Trust Running Oak Efficient Growth ETF (RUNN) stake by 0.84% in Q3 2026, buying an estimated $125K and bringing the position to 440,864 shares worth $14.4M. The position accounts for 5.86% of the portfolio, ranked #6.

Heritage Wealth Architects first reported a position in RUNN in Q1 2025 and has held it in 7 quarters since. The position peaked at $14.6M in Q2 2026. 22 funds tracked by Wall St. Rank hold RUNN as of Q3 2026.

Heritage Wealth Architects held 440,864 shares of Strategic Trust Running Oak Efficient Growth ETF worth $14.4M as of Q3 2026.
Heritage Wealth Architects bought 3,687 Strategic Trust Running Oak Efficient Growth ETF shares in Q3 2026, an estimated $125K.
Strategic Trust Running Oak Efficient Growth ETF made up 5.86% of Heritage Wealth Architects's portfolio in Q3 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 7 quarters since.
Heritage Wealth Architects's Strategic Trust Running Oak Efficient Growth ETF position peaked at $14.6M in Q2 2026.
22 funds tracked by Wall St. Rank held Strategic Trust Running Oak Efficient Growth ETF as of Q3 2026.

Based on Heritage Wealth Architects's 13F filing for Q3 2026, filed 6 Oct 2026.