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
2025
Q3 		– Sell
-11,438
Closed -$387K – 1418
2025
Q2 		$387K Buy
+11,438
New +$371K 0.03% 394

Other funds holding RUNN

BFA
Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
HWA
Heritage Wealth Architects Mendota Heights, Minnesota $251M AUM 18.04% 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
AF
Apexium Financial Dallas, Texas $2.06B AUM 15.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Mount Yale Investment Advisors's RUNN Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Strategic Trust Running Oak Efficient Growth ETF (RUNN) in Q3 2025, closing a stake of 11,438 shares — an estimated $387K sold.

Mount Yale Investment Advisors first reported a position in RUNN in Q2 2025 and held it in 1 quarter. The position peaked at $387K in Q2 2025. 53 funds tracked by Wall St. Rank hold RUNN as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Strategic Trust Running Oak Efficient Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 11,438 Strategic Trust Running Oak Efficient Growth ETF shares in Q3 2025, an estimated $387K.
  • Mount Yale Investment Advisors first reported a position in Strategic Trust Running Oak Efficient Growth ETF in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Strategic Trust Running Oak Efficient Growth ETF position peaked at $387K in Q2 2025.
  • 53 funds tracked by Wall St. Rank held Strategic Trust Running Oak Efficient Growth ETF as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.