PWM
RUNN icon

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

Pursuit 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
2025
Q4 		$1.66M Buy
+49,752
New +$1.67M 1.43% 20

Other funds holding RUNN

BFA
Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 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

Pursuit Wealth Management's RUNN Position: Q4 2025 in Review

Pursuit Wealth Management opened a new position in Strategic Trust Running Oak Efficient Growth ETF (RUNN) in Q4 2025: 49,752 shares worth $1.66M. The stake represents 1.43% of the portfolio and ranks #20 among its holdings.

50 funds tracked by Wall St. Rank hold RUNN as of Q4 2025.

  • Pursuit Wealth Management held 49,752 shares of Strategic Trust Running Oak Efficient Growth ETF worth $1.66M as of Q4 2025.
  • Strategic Trust Running Oak Efficient Growth ETF was a new Pursuit Wealth Management position in Q4 2025.
  • Strategic Trust Running Oak Efficient Growth ETF made up 1.43% of Pursuit Wealth Management's portfolio in Q4 2025, its #20 holding.
  • 50 funds tracked by Wall St. Rank held Strategic Trust Running Oak Efficient Growth ETF as of Q4 2025.

Based on Pursuit Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.