Jones Financial Companies
RUNN icon

Jones Financial Companies’s Strategic Trust Running Oak Efficient Growth ETF RUNN Stock Holding History

Jones Financial Companies’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
Q2 		– Sell
-100
Closed -$3.22K – 4148
2025
Q1 		$3.22K Buy
+100
New +$3.32K ﹤0.01% 3114

Other funds holding RUNN

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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
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 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
FD
Financial Designs Claremont, California $187M AUM 14.59% 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
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Jones Financial Companies's RUNN Position: Q2 2025 in Review

Jones Financial Companies sold out of Strategic Trust Running Oak Efficient Growth ETF (RUNN) in Q2 2025, closing a stake of 100 shares — an estimated $3.22K sold.

Jones Financial Companies first reported a position in RUNN in Q1 2025 and held it in 1 quarter. The position peaked at $3.22K in Q1 2025. 58 funds tracked by Wall St. Rank hold RUNN as of Q2 2025.

  • Jones Financial Companies reported no remaining Strategic Trust Running Oak Efficient Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Jones Financial Companies sold 100 Strategic Trust Running Oak Efficient Growth ETF shares in Q2 2025, an estimated $3.22K.
  • Jones Financial Companies first reported a position in Strategic Trust Running Oak Efficient Growth ETF in Q1 2025 and held it in 1 quarter.
  • Jones Financial Companies's Strategic Trust Running Oak Efficient Growth ETF position peaked at $3.22K in Q1 2025.
  • 58 funds tracked by Wall St. Rank held Strategic Trust Running Oak Efficient Growth ETF as of Q2 2025.

Based on Jones Financial Companies's 13F filing for Q2 2025, filed 13 Aug 2025.