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
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 $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
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
FD
Financial Designs Claremont, California $187M AUM 14.59% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Laurel Oak Wealth Management's RUNN Position: Q1 2026 in Review

Laurel Oak Wealth Management increased its Strategic Trust Running Oak Efficient Growth ETF (RUNN) stake by 120% in Q1 2026, buying an estimated $1.89M and bringing the position to 102,487 shares worth $3.3M. The position accounts for 0.55% of the portfolio, ranked #39.

Laurel Oak Wealth Management first reported a position in RUNN in Q4 2025 and has held it in 2 quarters since. 47 funds tracked by Wall St. Rank hold RUNN as of Q1 2026.

  • Laurel Oak Wealth Management held 102,487 shares of Strategic Trust Running Oak Efficient Growth ETF worth $3.3M as of Q1 2026.
  • Laurel Oak Wealth Management bought 55,917 Strategic Trust Running Oak Efficient Growth ETF shares in Q1 2026, an estimated $1.89M.
  • Strategic Trust Running Oak Efficient Growth ETF made up 0.55% of Laurel Oak Wealth Management's portfolio in Q1 2026, its #39 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 2 quarters since.
  • 47 funds tracked by Wall St. Rank held Strategic Trust Running Oak Efficient Growth ETF as of Q1 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.