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
Q2 		$7.82M Sell
241,237
-48,153
-17% -$1.57M 0.04% 292
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 $672B AUM 33.48% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return
HWA
Heritage Wealth Architects Mendota Heights, Minnesota $251M AUM 18.04% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 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
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

United Capital Financial Advisors's RUNN Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Strategic Trust Running Oak Efficient Growth ETF (RUNN) stake by 17% in Q2 2026, selling an estimated $1.57M and leaving 241,237 shares worth $7.82M. The position accounts for 0.04% of the portfolio, ranked #292.

United Capital Financial Advisors first reported a position in RUNN in Q4 2025 and has held it in 3 quarters since. The position peaked at $9.31M in Q1 2026. 41 funds tracked by Wall St. Rank hold RUNN as of Q2 2026.

  • United Capital Financial Advisors held 241,237 shares of Strategic Trust Running Oak Efficient Growth ETF worth $7.82M as of Q2 2026.
  • United Capital Financial Advisors sold 48,153 Strategic Trust Running Oak Efficient Growth ETF shares in Q2 2026, an estimated $1.57M.
  • Strategic Trust Running Oak Efficient Growth ETF made up 0.04% of United Capital Financial Advisors's portfolio in Q2 2026, its #292 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 3 quarters since.
  • United Capital Financial Advisors's Strategic Trust Running Oak Efficient Growth ETF position peaked at $9.31M in Q1 2026.
  • 41 funds tracked by Wall St. Rank held Strategic Trust Running Oak Efficient Growth ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.