PS
RUNN icon

Principal Securities’s Strategic Trust Running Oak Efficient Growth ETF RUNN Stock Holding History

Principal Securities’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
Q4 		– Sell
-285
Closed -$9.77K – 3095
2025
Q3 		$9.77K Hold
285
– – ﹤0.01% 2730
2025
Q2 		$9.64K Hold
285
– – ﹤0.01% 2630
2025
Q1 		$9.34K Hold
285
– – ﹤0.01% 2556
2024
Q4 		$9.34K Buy
+285
New +$9.71K ﹤0.01% 2551

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
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
FD
Financial Designs Claremont, California $187M AUM 14.59% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Principal Securities's RUNN Position: Q4 2025 in Review

Principal Securities sold out of Strategic Trust Running Oak Efficient Growth ETF (RUNN) in Q4 2025, closing a stake of 285 shares — an estimated $9.77K sold.

Principal Securities first reported a position in RUNN in Q4 2024 and held it in 4 quarters. The position peaked at $9.77K in Q3 2025. 50 funds tracked by Wall St. Rank hold RUNN as of Q4 2025.

  • Principal Securities reported no remaining Strategic Trust Running Oak Efficient Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 285 Strategic Trust Running Oak Efficient Growth ETF shares in Q4 2025, an estimated $9.77K.
  • Principal Securities first reported a position in Strategic Trust Running Oak Efficient Growth ETF in Q4 2024 and held it in 4 quarters.
  • Principal Securities's Strategic Trust Running Oak Efficient Growth ETF position peaked at $9.77K in Q3 2025.
  • 50 funds tracked by Wall St. Rank held Strategic Trust Running Oak Efficient Growth ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.