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

Tradition 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
2026 Q2	$16.9M	Buy	520,567 +37,431	+8%	+$1.22M	1.03%	26
2026 Q1	$15.6M	Buy	483,136 +23,967	+5%	+$812K	1.11%	23
2025 Q4	$15.3M	Buy	459,169 +9,224	+2%	+$310K	1.1%	25
2025 Q3	$15.4M	Buy	449,945 +7,708	+2%	+$264K	1.14%	23
2025 Q2	$15M	Buy	442,237 +13,595	+3%	+$441K	1.2%	21
2025 Q1	$13.9M	Buy	428,642 +95,814	+29%	+$3.18M	1.22%	19
2024 Q4	$10.9M	Buy	332,828 +291,000	+696%	+$9.91M	0.96%	31
2024 Q3	$1.4M	Buy	41,828 +31,792	+317%	+$1.01M	0.12%	141
2024 Q2	$306K	Buy	+10,036	New	+$305K	0.03%	310

Other funds holding RUNN

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

HWA

Heritage Wealth Architects Mendota Heights, Minnesota $251M AUM 18.04% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

TBC

Ted Buchan & Co San Diego, California $306M AUM 21.07% 1-Year Est. Return

LOWM

Laurel Oak Wealth Management Marlton, New Jersey $687M AUM

CFA

Cahill Financial Advisors Edina, Minnesota $1.04B AUM 21.69% 1-Year Est. Return

Tradition Wealth Management's RUNN Position: Q2 2026 in Review

Tradition Wealth Management increased its Strategic Trust Running Oak Efficient Growth ETF (RUNN) stake by 7.7% in Q2 2026, buying an estimated $1.22M and bringing the position to 520,567 shares worth $16.9M. The position accounts for 1.03% of the portfolio, ranked #26.

Tradition Wealth Management first reported a position in RUNN in Q2 2024 and has held it in 9 quarters since. 41 funds tracked by Wall St. Rank hold RUNN as of Q2 2026.

Tradition Wealth Management held 520,567 shares of Strategic Trust Running Oak Efficient Growth ETF worth $16.9M as of Q2 2026.
Tradition Wealth Management bought 37,431 Strategic Trust Running Oak Efficient Growth ETF shares in Q2 2026, an estimated $1.22M.
Strategic Trust Running Oak Efficient Growth ETF made up 1.03% of Tradition Wealth Management's portfolio in Q2 2026, its #26 holding.
Tradition Wealth Management first reported a position in Strategic Trust Running Oak Efficient Growth ETF in Q2 2024 and has held it in 9 quarters since.
41 funds tracked by Wall St. Rank held Strategic Trust Running Oak Efficient Growth ETF as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.