LOWM
RUNN icon

Laurel Oak Wealth Management’s Strategic Trust Running Oak Efficient Growth ETF RUNN Stock Holding History

Laurel Oak Wealth Management’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 		$4.53M Buy
139,884
+37,397
+36% +$1.22M 0.66% 36
2026
Q1 		$3.3M Buy
102,487
+55,917
+120% +$1.89M 0.55% 39
2025
Q4 		$1.55M Buy
+46,570
New +$1.56M 0.26% 70

Other funds holding RUNN

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return
HWA
Heritage Wealth Architects Mendota Heights, Minnesota $251M AUM 18.04% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 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 $306M AUM 21.07% 1-Year Est. Return
CFA
Cahill Financial Advisors Edina, Minnesota $1.04B AUM 21.69% 1-Year Est. Return

Laurel Oak Wealth Management's RUNN Position: Q2 2026 in Review

Laurel Oak Wealth Management increased its Strategic Trust Running Oak Efficient Growth ETF (RUNN) stake by 36% in Q2 2026, buying an estimated $1.22M and bringing the position to 139,884 shares worth $4.53M. The position accounts for 0.66% of the portfolio, ranked #36.

Laurel Oak Wealth Management first reported a position in RUNN in Q4 2025 and has held it in 3 quarters since. 41 funds tracked by Wall St. Rank hold RUNN as of Q2 2026.

  • Laurel Oak Wealth Management held 139,884 shares of Strategic Trust Running Oak Efficient Growth ETF worth $4.53M as of Q2 2026.
  • Laurel Oak Wealth Management bought 37,397 Strategic Trust Running Oak Efficient Growth ETF shares in Q2 2026, an estimated $1.22M.
  • Strategic Trust Running Oak Efficient Growth ETF made up 0.66% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #36 holding.
  • Laurel Oak Wealth Management first reported a position in Strategic Trust Running Oak Efficient Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 41 funds tracked by Wall St. Rank held Strategic Trust Running Oak Efficient Growth ETF as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.