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Kelly Strategic Etf Trust shares owned by Lifeworks Advisors

Quarter-by-quarter ownership of Kelly Strategic Etf Trust (RUNN) shares owned by Lifeworks Advisors from 13F filings

Historical chart of Lifeworks Advisors investment in Kelly Strategic Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Kelly Strategic Etf Trust held by Lifeworks Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Kelly Strategic Etf Trust by Lifeworks Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $285k 8.3k 34.27
2025-06-30 $282k 8.3k 33.84
2024-06-30 $254k 8.3k 30.53
2024-03-31 $290k 9.3k 31.17

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View all positions for Lifeworks Advisors

Top funds holding Kelly Strategic Etf Trust

Boulay Financial Advisors
Royal Bank of Canada
Kovitz Investment Group Partners
Tradition Wealth Management
Mutual Advisors
Boyum Wealth Architects
Financial Designs Corp
GeoWealth Management
Apexium Financial
Mml Investors Services
MBL Wealth
Ausdal Financial Partners
Ted Buchan & Co
Ohe Financial
Freedom Financial Partners

View all funds holding Kelly Strategic Etf Trust