Fort Point Capital Partners »

iShares S&P Moderate Allocation Fund ETF shares owned by Fort Point Capital Partners

Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Fort Point Capital Partners from 13F filings

Historical chart of Fort Point Capital Partners investment in iShares S&P Moderate Allocation Fund ETF

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Moderate Allocation Fund ETF held by Fort Point Capital Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P Moderate Allocation Fund ETF by Fort Point Capital Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $442k 9.3k 47.58
2025-06-30 $458k 10k 46.04
2025-03-31 $457k 10k 43.88
2024-12-31 $493k 11k 43.44
2020-09-30 $338k 8.2k 41.03
2020-06-30 $301k 7.5k 39.89
2020-03-31 $277k 7.5k 36.71
2019-12-31 $274k 6.8k 40.15

More positions owned by Fort Point Capital Partners

Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr National Mun Etf (MUB)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Freshpet (FRPT)
Schwab Strategic Tr Mun Bd Etf (SCMB)
Ishares Tr Msci Eafe Etf Put Option (EFA)
Ishares Tr Core S&p500 Etf (IVV)
Cleanspark Com New (CLSK)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Fort Point Capital Partners

Top funds holding iShares S&P Moderate Allocation Fund ETF

BlackRock
LPL Financial
Foundations Investment Advisors
Morgan Stanley
Weitzel Financial Services
Royal Bank of Canada
Ameriprise Financial
TCG Advisory Services
Wells Fargo & Company
Advisor Group Holdings
Cetera Investment Advisers
Cambridge Investment Research Advisors
Weaver Consulting Group
Commonwealth Equity Services
Investment Advisory Group

View all funds holding iShares S&P Moderate Allocation Fund ETF