UCFA
RUNN icon

United Capital Financial Advisors’s Strategic Trust Running Oak Efficient Growth ETF RUNN Stock Holding History

United Capital Financial 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
2026
Q1 		$9.31M Buy
289,390
+15,858
+6% +$537K 0.06% 250
2025
Q4 		$9.13M Buy
+273,532
New +$9.18M 0.05% 257

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

United Capital Financial Advisors's RUNN Position: Q1 2026 in Review

United Capital Financial Advisors increased its Strategic Trust Running Oak Efficient Growth ETF (RUNN) stake by 5.8% in Q1 2026, buying an estimated $537K and bringing the position to 289,390 shares worth $9.31M. The position accounts for 0.06% of the portfolio, ranked #250.

United Capital Financial Advisors first reported a position in RUNN in Q4 2025 and has held it in 2 quarters since. 47 funds tracked by Wall St. Rank hold RUNN as of Q1 2026.

  • United Capital Financial Advisors held 289,390 shares of Strategic Trust Running Oak Efficient Growth ETF worth $9.31M as of Q1 2026.
  • United Capital Financial Advisors bought 15,858 Strategic Trust Running Oak Efficient Growth ETF shares in Q1 2026, an estimated $537K.
  • Strategic Trust Running Oak Efficient Growth ETF made up 0.06% of United Capital Financial Advisors's portfolio in Q1 2026, its #250 holding.
  • United Capital Financial Advisors first reported a position in Strategic Trust Running Oak Efficient Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • 47 funds tracked by Wall St. Rank held Strategic Trust Running Oak Efficient Growth ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.