MGWM
RUNN icon

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

Marks Group 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 		– Sell
-10,851
Closed -$350K – 365
2026
Q1 		$350K Buy
10,851
+1,113
+11% +$37.7K 0.03% 278
2025
Q4 		$325K Sell
9,738
-1,996
-17% -$67K 0.03% 279
2025
Q3 		$402K Buy
11,734
+349
+3% +$12K 0.04% 241
2025
Q2 		$385K Sell
11,385
-17,195
-60% -$558K 0.04% 248
2025
Q1 		$927K Buy
28,580
+17,955
+169% +$596K 0.09% 187
2024
Q4 		$348K Buy
10,625
+2,767
+35% +$94.2K 0.03% 243
2024
Q3 		$263K Buy
7,858
+800
+11% +$25.5K 0.03% 269
2024
Q2 		$215K Sell
7,058
-482
-6% -$14.6K 0.02% 283
2024
Q1 		$235K Sell
7,540
-205,003
-96% -$6.03M 0.02% 285
2023
Q4 		$5.97M Buy
212,543
+5,134
+2% +$135K 0.68% 70
2023
Q3 		$5.28M Buy
+207,409
New +$5.47M 0.65% 73

Other funds holding RUNN

HWA
Heritage Wealth Architects Mendota Heights, Minnesota $251M AUM 18.04% 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
LOWM
Laurel Oak Wealth Management Marlton, New Jersey $687M AUM
CMAI
Capital Management Associates Inc Minneapolis, Minnesota $498M AUM 26.46% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
JCM
Jacobi Capital Management Pittston, Pennsylvania $2.04B AUM 26.26% 1-Year Est. Return
PB
Pinnacle Bancorp Beatrice, Nebraska $384M AUM 21.52% 1-Year Est. Return

Marks Group Wealth Management's RUNN Position: Q2 2026 in Review

Marks Group Wealth Management sold out of Strategic Trust Running Oak Efficient Growth ETF (RUNN) in Q2 2026, closing a stake of 10,851 shares — an estimated $350K sold.

Marks Group Wealth Management first reported a position in RUNN in Q3 2023 and held it in 11 quarters. The position peaked at $5.97M in Q4 2023. 13 funds tracked by Wall St. Rank hold RUNN as of Q2 2026.

  • Marks Group Wealth Management reported no remaining Strategic Trust Running Oak Efficient Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Marks Group Wealth Management sold 10,851 Strategic Trust Running Oak Efficient Growth ETF shares in Q2 2026, an estimated $350K.
  • Marks Group Wealth Management first reported a position in Strategic Trust Running Oak Efficient Growth ETF in Q3 2023 and held it in 11 quarters.
  • Marks Group Wealth Management's Strategic Trust Running Oak Efficient Growth ETF position peaked at $5.97M in Q4 2023.
  • 13 funds tracked by Wall St. Rank held Strategic Trust Running Oak Efficient Growth ETF as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.