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RUNN icon

Lifeworks Advisors’s Strategic Trust Running Oak Efficient Growth ETF RUNN Stock Holding History

Lifeworks Advisors’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 		$268K Hold
8,326
– – 0.03% 261
2025
Q4 		$278K Hold
8,326
– – 0.04% 276
2025
Q3 		$285K Hold
8,326
– – 0.04% 263
2025
Q2 		$282K Buy
+8,326
New +$270K 0.04% 257
2024
Q3 		– Sell
-8,326
Closed -$254K – 302
2024
Q2 		$254K Sell
8,326
-977
-11% -$29.7K 0.07% 192
2024
Q1 		$290K Buy
+9,303
New +$274K 0.08% 184

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 $3.18B AUM 21.22% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Lifeworks Advisors's RUNN Position: Q1 2026 in Review

Lifeworks Advisors held its Strategic Trust Running Oak Efficient Growth ETF (RUNN) position steady in Q1 2026 at 8,326 shares worth $268K. The position accounts for 0.03% of the portfolio, ranked #261.

Lifeworks Advisors first reported a position in RUNN in Q1 2024 and has held it in 6 quarters since. The position peaked at $290K in Q1 2024. 47 funds tracked by Wall St. Rank hold RUNN as of Q1 2026.

  • Lifeworks Advisors held 8,326 shares of Strategic Trust Running Oak Efficient Growth ETF worth $268K as of Q1 2026.
  • Lifeworks Advisors left its Strategic Trust Running Oak Efficient Growth ETF share count unchanged in Q1 2026.
  • Strategic Trust Running Oak Efficient Growth ETF made up 0.03% of Lifeworks Advisors's portfolio in Q1 2026, its #261 holding.
  • Lifeworks Advisors first reported a position in Strategic Trust Running Oak Efficient Growth ETF in Q1 2024 and has held it in 6 quarters since.
  • Lifeworks Advisors's Strategic Trust Running Oak Efficient Growth ETF position peaked at $290K in Q1 2024.
  • 47 funds tracked by Wall St. Rank held Strategic Trust Running Oak Efficient Growth ETF as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.