TWM
RUNN icon

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
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
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
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 $2.78B AUM 15.76% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
TBC
Ted Buchan & Co San Diego, California $275M AUM 18.72% 1-Year Est. Return

Tradition Wealth Management's RUNN Position: Q1 2026 in Review

Tradition Wealth Management increased its Strategic Trust Running Oak Efficient Growth ETF (RUNN) stake by 5.2% in Q1 2026, buying an estimated $812K and bringing the position to 483,136 shares worth $15.6M. The position accounts for 1.11% of the portfolio, ranked #23.

Tradition Wealth Management first reported a position in RUNN in Q2 2024 and has held it in 8 quarters since. 47 funds tracked by Wall St. Rank hold RUNN as of Q1 2026.

  • Tradition Wealth Management held 483,136 shares of Strategic Trust Running Oak Efficient Growth ETF worth $15.6M as of Q1 2026.
  • Tradition Wealth Management bought 23,967 Strategic Trust Running Oak Efficient Growth ETF shares in Q1 2026, an estimated $812K.
  • Strategic Trust Running Oak Efficient Growth ETF made up 1.11% of Tradition Wealth Management's portfolio in Q1 2026, its #23 holding.
  • Tradition Wealth Management first reported a position in Strategic Trust Running Oak Efficient Growth ETF in Q2 2024 and has held it in 8 quarters since.
  • 47 funds tracked by Wall St. Rank held Strategic Trust Running Oak Efficient Growth ETF as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.