SPIA
RUNN icon

Steward Partners Investment Advisory’s Strategic Trust Running Oak Efficient Growth ETF RUNN Stock Holding History

Steward Partners Investment Advisory’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
Q1 		$44.4K Buy
1,378
+899
+188% +$30.4K ﹤0.01% 2852
2025
Q4 		$16K Hold
479
– – ﹤0.01% 3232
2025
Q3 		$16.4K Sell
479
-1,566
-77% -$53.7K ﹤0.01% 3173
2025
Q2 		$69.2K Sell
2,045
-649
-24% -$21K ﹤0.01% 2304
2025
Q1 		$87.4K Buy
2,694
+440
+20% +$14.6K ﹤0.01% 2095
2024
Q4 		$73.9K Buy
2,254
+300
+15% +$10.2K ﹤0.01% 2137
2024
Q3 		$65.3K Buy
1,954
+1,583
+427% +$50.5K ﹤0.01% 2100
2024
Q2 		$11.3K Buy
371
+235
+173% +$7.14K ﹤0.01% 2764
2024
Q1 		$4.24K Hold
136
– – ﹤0.01% 3090
2023
Q4 		$3.82K Buy
+136
New +$3.58K ﹤0.01% 3065

Other funds holding RUNN

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
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 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
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Steward Partners Investment Advisory's RUNN Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Strategic Trust Running Oak Efficient Growth ETF (RUNN) stake by 188% in Q1 2026, buying an estimated $30.4K and bringing the position to 1,378 shares worth $44.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2852.

Steward Partners Investment Advisory first reported a position in RUNN in Q4 2023 and has held it in 10 quarters since. The position peaked at $87.4K in Q1 2025. 47 funds tracked by Wall St. Rank hold RUNN as of Q1 2026.

  • Steward Partners Investment Advisory held 1,378 shares of Strategic Trust Running Oak Efficient Growth ETF worth $44.4K as of Q1 2026.
  • Steward Partners Investment Advisory bought 899 Strategic Trust Running Oak Efficient Growth ETF shares in Q1 2026, an estimated $30.4K.
  • Strategic Trust Running Oak Efficient Growth ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2852 holding.
  • Steward Partners Investment Advisory first reported a position in Strategic Trust Running Oak Efficient Growth ETF in Q4 2023 and has held it in 10 quarters since.
  • Steward Partners Investment Advisory's Strategic Trust Running Oak Efficient Growth ETF position peaked at $87.4K in Q1 2025.
  • 47 funds tracked by Wall St. Rank held Strategic Trust Running Oak Efficient Growth ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.