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Kelly Strategic Etf Trust shares owned by Mount Yale Investment Advisors

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

Historical chart of Mount Yale Investment 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 Mount Yale Investment 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 Mount Yale Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $371k 11k 32.40
2025-06-30 $387k 11k 33.84

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NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
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Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
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State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Exxon Mobil Corporation (XOM)
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View all positions for Mount Yale Investment Advisors

Top funds holding Kelly Strategic Etf Trust

Royal Bank of Canada
Colony
Tradition Wealth Management
Boyum Wealth Architects
Mml Investors Services
Mutual Advisors
United Capital Financial Advisers
MBL Wealth
Ted Buchan & Co
Laurel Oak Wealth Management
Ohe Financial
Ausdal Financial Partners
Freedom Financial Partners
LPL Financial
Capital Management Associates

View all funds holding Kelly Strategic Etf Trust