MYIA
RUNN icon

Mount Yale Investment Advisors’s Strategic Trust Running Oak Efficient Growth ETF RUNN Stock Holding History

Mount Yale Investment 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
Q2 		$371K Buy
+11,438
New +$374K 0.01% 896
2025
Q3 		– Sell
-11,438
Closed -$387K – 1418
2025
Q2 		$387K Buy
+11,438
New +$371K 0.03% 394

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
LOWM
Laurel Oak Wealth Management Marlton, New Jersey $687M AUM

Mount Yale Investment Advisors's RUNN Position: Q2 2026 in Review

Mount Yale Investment Advisors opened a new position in Strategic Trust Running Oak Efficient Growth ETF (RUNN) in Q2 2026: 11,438 shares worth $371K. The stake represents 0.01% of the portfolio and ranks #896 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in RUNN as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in RUNN in Q2 2025 and has held it in 2 quarters since. The position peaked at $387K in Q2 2025. 41 funds tracked by Wall St. Rank hold RUNN as of Q2 2026.

  • Mount Yale Investment Advisors held 11,438 shares of Strategic Trust Running Oak Efficient Growth ETF worth $371K as of Q2 2026.
  • Strategic Trust Running Oak Efficient Growth ETF was a new Mount Yale Investment Advisors position in Q2 2026.
  • Strategic Trust Running Oak Efficient Growth ETF made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #896 holding.
  • Mount Yale Investment Advisors first reported a position in Strategic Trust Running Oak Efficient Growth ETF in Q2 2025 and has held it in 2 quarters since.
  • Mount Yale Investment Advisors's Strategic Trust Running Oak Efficient Growth ETF position peaked at $387K in Q2 2025.
  • 41 funds tracked by Wall St. Rank held Strategic Trust Running Oak Efficient Growth ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.