Running Point Capital Advisors, LLC Purchases in Q3 2025

Running Point Capital Advisors, LLC

  • $358 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
1.48K
+ 3.11%
$52.39 - $53.11 $77.3K - $78.3K
48.9K $2.6M
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
5.64K
+ 111.79%
$19.01 - $19.39 $107K - $109K
10.7K $206K
SPSB
Spdr Portfolio Short Term Corp

ETFs
3.32K
+ 21.05%
$30.02 - $30.29 $99.6K - $100K
19.1K $577K
CMF
Ishares California Muni Bond E

ETFs
1.41K
+ 5.28%
$55.16 - $57.13 $78K - $80.8K
28.2K $1.61M
SLRC
Slr Investment Corp.

Financial Services
7.73K
+ 60.37%
$15.27 - $16.8 $118K - $130K
20.5K $313K
COST
Costco Wholesale Corp

Consumer Defensive
114
+ 26.95%
$915.95 - $994.57 $104K - $113K
537 $497K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
1.74K
+ 17.17%
$47.11 - $48.77 $82.1K - $85K
11.9K $576K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
61
+ 0.48%
$70.77 - $73.59 $4.32K - $4.49K
12.8K $937K
MS
Morgan Stanley

Financial Services
68
+ 3.55%
$139.09 - $161.16 $9.46K - $11K
1.98K $315K
BBDC
Barings Bdc, Inc.

Financial Services
10.3K
New
$8.76 - $9.9 $90K - $102K
10.3K $90K
VGLT
Vanguard Long Term Treasury Et

ETFs
1.79K
+ 7.61%
$54.21 - $57.41 $97K - $103K
25.3K $1.44M
SUB
Ishares Short Term National Mu

ETFs
512
+ 4.16%
$106.17 - $107.3 $54.4K - $54.9K
12.8K $1.37M
MA
Mastercard Inc

Financial Services
88
+ 18.49%
$550.18 - $598.96 $48.4K - $52.7K
564 $320K
VCIT
Vanguard Intermediate Term Cor

ETFs
489
+ 6.53%
$81.75 - $84.54 $40K - $41.3K
7.98K $671K
IWM
Ishares Russell 2000 ETF

ETFs
1
+ 0.07%
$214.92 - $244.84 $215 - $245
1.35K $327K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
598
+ 3737.5%
$79.76 - $85.78 $47.7K - $51.3K
614 $51K
PPA
Invesco Exchange Traded Fd Tr

ETFs
235
+ 64.74%
$139.82 - $155.45 $32.9K - $36.5K
598 $92K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
1.11K
New
$41.8 - $43.15 $46.4K - $47.9K
1.11K $47K
ABT
Abbott Laboratories

Healthcare
314
+ 8.76%
$120.51 - $136.62 $37.8K - $42.9K
3.9K $521K
TLT
Ishares Barclays 20+ Year Trea

ETFs
535
+ 13.52%
$85.01 - $90.35 $45.5K - $48.3K
4.49K $401K
VAW
Vanguard Materials ETF

ETFs
154
New
$193.21 - $210.15 $29.8K - $32.4K
154 $31K
DEED
First Tr Exch Trd Fd Viii Firs

ETFs
1.27K
+ 8.0%
$20.89 - $21.6 $26.6K - $27.5K
17.2K $366K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
25
+ 0.7%
$42.67 - $46.91 $1.07K - $1.17K
3.58K $167K
EUFN
Ishares Msci Europe Financials

ETFs
839
New
$31.4 - $34.74 $26.3K - $29.1K
839 $28K
XAR
Spdr S&P Aerospace & Defense E

ETFs
67
+ 44.08%
$205.52 - $234.96 $13.8K - $15.7K
219 $51K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
289
+ 39.27%
$73.94 - $78.51 $21.4K - $22.7K
1.03K $79K
V
Visa Inc.

Financial Services
109
+ 5.39%
$332.09 - $358.86 $36.2K - $39.1K
2.13K $728K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
714
+ 2.02%
$21.89 - $23.17 $15.6K - $16.5K
36K $830K
DFAE
Dimensional ETF Tr

ETFs
546
New
$28.84 - $31.84 $15.7K - $17.4K
546 $17K
DFAS
Dimensional ETF Tr U S Small C

ETFs
123
+ 19.46%
$63.41 - $69.69 $7.8K - $8.57K
755 $51K
PGF
Invesco Exchange Traded Fd Tr

ETFs
756
+ 9.75%
$14.11 - $14.94 $10.7K - $11.3K
8.51K $124K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
416
+ 2.26%
$25.39 - $25.57 $10.6K - $10.6K
18.8K $481K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
96
+ 2.22%
$78.11 - $79.07 $7.5K - $7.59K
4.42K $348K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
62
+ 7.9%
$81.76 - $86.36 $5.07K - $5.35K
847 $71K
DISV
Dimensional ETF Tr Dimensional

ETFs
199
New
$32.78 - $35.79 $6.52K - $7.12K
199 $7K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
12
+ 0.33%
$52.55 - $54.37 $631 - $652
3.7K $200K
IXC
Ishares Tr Global Energy ETF

ETFs
120
New
$39.45 - $42.95 $4.73K - $5.15K
120 $5K
VTV
Vanguard Value ETF

ETFs
1
+ 0.31%
$175.51 - $186.57 $176 - $187
319 $59K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
46
+ 3.36%
$47.76 - $48.46 $2.2K - $2.23K
1.42K $68K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
36
+ 4.65%
$78.96 - $80.04 $2.84K - $2.88K
811 $64K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1
+ 2.22%
$62.54 - $68.42 $62.5 - $68.4
46 $3K
XCCC
Bondbloxx ETF Tr Ccc Rated Usd

ETFs
24
+ 92.31%
$38.32 - $39.33 $920 - $944
50 $1K
RDIV
Invesco Exchange Traded Fd Tr

ETFs
3
+ 2.11%
$47.78 - $52.76 $143 - $158
145 $7K
Sound Point Meridian Cap Inc
3.47K
+ 11.92%
N/A
32.6K $0
Dimensional ETF Trust
199
New
N/A
199 $0
Pgim ETF Tr
32.7K
+ 210.59%
N/A
48.2K $0
Global X Fds
6.91K
+ 32.39%
N/A
28.2K $0
Oaktree Specialty Lending CO
7.83K
+ 39.0%
N/A
27.9K $0
Kayne Anderson Bdc Inc
20.9K
New
N/A
20.9K $0
Activity Summary
Buys All Purchases 103 New Holdings 25 Increased Positions 78 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 1 Puts 0
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