Running Point Capital Advisors, LLC Sells in Q1 2025

Running Point Capital Advisors, LLC

  • $305 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
-588
- 1.42%
$468.34 - $539.52 $275K - $317K
40.7K $19.1M
AVUV
American Centy ETF Tr Avantis

ETFs
-2.34K
- 4.32%
$84.95 - $100.62 $198K - $235K
51.7K $4.51M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-455
- 0.75%
$168.16 - $186.21 $76.5K - $84.7K
60.4K $10.3M
EMBD
Global X Fds Emerging Mkts Bd

ETFs
-20.2K
- 8.03%
$22.41 - $23.19 $453K - $469K
231K $5.28M
VTI
Vanguard Total Stock Market Et

ETFs
-869
- 9.83%
$271.18 - $303.12 $236K - $263K
7.98K $2.19M
EUSA
Ishares Msci Usa Equal Weighte

ETFs
-2.28K
- 2.96%
$91.45 - $100.11 $209K - $228K
74.8K $7M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-2.23K
- 1.48%
$32.42 - $36.13 $72.1K - $80.4K
148K $4.88M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-4.49K
- 0.84%
$91.45 - $91.75 $411K - $412K
529K $48.5M
JPIB
Jpmorgan International Bond Op

ETFs
-6.17K
- 5.62%
$46.97 - $48.35 $290K - $298K
104K $4.96M
OMFL
Invesco Exchange Traded Self I

ETFs
-2.72K
- 4.56%
$52.19 - $57.45 $142K - $156K
56.9K $3.03M
IYR
Ishares Tr

ETFs
-3.31K
- 5.77%
$89.49 - $98.98 $296K - $328K
54.1K $5.18M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-4.94K
- 23.87%
$29.82 - $30.1 $147K - $149K
15.8K $474K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-2.9K
- 5.15%
$50.39 - $50.66 $146K - $147K
53.4K $2.7M
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
-9.4K
- 13.62%
$10.81 - $11.29 $102K - $106K
59.6K $650K
VNQ
Vanguard Specialized Funds Van

ETFs
-1.39K
- 3.03%
$85.55 - $94.34 $119K - $131K
44.4K $4.02M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-55
- 1.17%
$102.49 - $119.96 $5.64K - $6.6K
4.64K $485K
VXF
Vanguard Extended Market ETF

ETFs
-182
- 44.07%
$170.36 - $201.04 $31K - $36.6K
231 $39K
PGF
Invesco Exchange Traded Fd Tr

ETFs
-2.45K
- 24.01%
$14.28 - $14.97 $35K - $36.7K
7.76K $110K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-1.34K
- 16.35%
$19.04 - $20.15 $25.6K - $27.1K
6.87K $130K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-418
- 1.95%
N/A
21K $1.31M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-457
- 36.8%
$69.81 - $78.9 $31.9K - $36.1K
785 $61K
WMT
Walmart Inc.

Consumer Defensive
-143
- 3.1%
$84.5 - $105.05 $12.1K - $15K
4.46K $391K
VNQI
Vanguard Global Ex U.S. Real

ETFs
-931
- 4.99%
$38.22 - $41.19 $35.6K - $38.3K
17.7K $717K
HYLS
First Tr Tactical High Yield L

ETFs
-361
- 5.79%
$40.95 - $41.77 $14.8K - $15.1K
5.88K $241K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
-410
- 3.88%
$46.18 - $47.84 $18.9K - $19.6K
10.1K $482K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-55
- 9.68%
$59.28 - $66.1 $3.26K - $3.64K
513 $32K
ITB
Ishares Tr

ETFs
-15
- 75.0%
$93.86 - $111.45 $1.41K - $1.67K
5 $0
RPG
Invesco Exchange Traded Fd Tr

ETFs
-43
- 24.16%
$37.33 - $45.03 $1.61K - $1.94K
135 $5K
VGLT
Vanguard Long Term Treasury Et

ETFs
-952
- 3.89%
$53.99 - $58.43 $51.4K - $55.6K
23.5K $1.35M
EMB
Ishares Tr

ETFs
-50
- 0.72%
$88.64 - $92.03 $4.43K - $4.6K
6.93K $627K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-63
- 1.04%
$58.01 - $64.46 $3.65K - $4.06K
5.99K $371K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-82
- 0.52%
$33.84 - $37.77 $2.77K - $3.1K
15.5K $565K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-3.39K
- 4.13%
$87.68 - $94.52 $297K - $320K
78.7K $7.37M
IAUM
I Shares Gold Trust Micro

ETFs
-8.65K
- 10.33%
$26.29 - $31.17 $227K - $270K
75.1K $2.34M
Activity Summary
Buys All Purchases 92 New Holdings 25 Increased Positions 67 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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