RIA
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Regal Investment Advisors’s Strategic Trust Running Oak Efficient Growth ETF RUNN Stock Holding History

Regal 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
Q1 		– Sell
-25,393
Closed -$832K – 486
2024
Q4 		$832K Buy
+25,393
New +$865K 0.06% 249

Other funds holding RUNN

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
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 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
FD
Financial Designs Claremont, California $187M AUM 14.59% 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
CMAI
Capital Management Associates Inc Minneapolis, Minnesota $498M AUM 26.46% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Regal Investment Advisors's RUNN Position: Q1 2025 in Review

Regal Investment Advisors sold out of Strategic Trust Running Oak Efficient Growth ETF (RUNN) in Q1 2025, closing a stake of 25,393 shares — an estimated $832K sold.

Regal Investment Advisors first reported a position in RUNN in Q4 2024 and held it in 1 quarter. The position peaked at $832K in Q4 2024. 55 funds tracked by Wall St. Rank hold RUNN as of Q1 2025.

  • Regal Investment Advisors reported no remaining Strategic Trust Running Oak Efficient Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Regal Investment Advisors sold 25,393 Strategic Trust Running Oak Efficient Growth ETF shares in Q1 2025, an estimated $832K.
  • Regal Investment Advisors first reported a position in Strategic Trust Running Oak Efficient Growth ETF in Q4 2024 and held it in 1 quarter.
  • Regal Investment Advisors's Strategic Trust Running Oak Efficient Growth ETF position peaked at $832K in Q4 2024.
  • 55 funds tracked by Wall St. Rank held Strategic Trust Running Oak Efficient Growth ETF as of Q1 2025.

Based on Regal Investment Advisors's 13F filing for Q1 2025, filed 12 May 2025.