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Running Point Capital Advisors, LLC Current Holdings: USA Preferred Shares

Running Point Capital Advisors, LLC current holdings: USA Preferred Shares

Running Point Capital Advisors, LLC reported $0.00 billion in preferred shares (listed in the US), 2 positions, in its Form 13F for the quarter ended 2025-12-31; the largest are PGF, PFFD.

  • PGF: Country of operation —; Class FINL PFD ETF; Shares 54; Value $764.
  • PFFD: Country of operation —; Class US PFD ETF; Shares 40; Value $756.

Form 13F-HR as filed (SEC CIK 1840629): quarter ended 2025-12-31, filed 2026-02-17. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.

StockCountry of operationClassSharesValueQuarter endFiled
PGF
INVESCO EXCHANGE TRADED FD T
FINL PFD ETF54$7642025-12-312026-02-17
PFFD
GLOBAL X FDS
US PFD ETF40$7562025-12-312026-02-17

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