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Kelly Strategic Etf Trust shares owned by MBL Wealth

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

Historical chart of MBL Wealth investment in Kelly Strategic Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Kelly Strategic Etf Trust by MBL Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.3M 212k 34.27
2025-06-30 $6.9M 205k 33.84
2025-03-31 $5.7M 176k 32.43
2024-12-31 $2.8M 84k 32.77
2024-09-30 $1.9M 58k 33.43

More positions owned by MBL Wealth

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Core Msci Emkt (IEMG)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
World Gold Tr Spdr Gld Minis (GLDM)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Ishares Tr Core S&p Scp Etf (IJR)
Victory Portfolios Ii Core Intermediat (UITB)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Apple (AAPL)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Ishares Tr Core Msci Intl (IDEV)

View all positions for MBL Wealth

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