Fort Point Capital Partners’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Fort Point Capital Partners’s Portfolio AOM Stock Details AOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-8,412	Closed	-$398K	–	255
2026 Q1	$398K	Sell	8,412 -103	-1%	-$4.97K	0.05%	157
2025 Q4	$412K	Sell	8,515 -771	-8%	-$36.9K	0.05%	163
2025 Q3	$442K	Sell	9,286 -665	-7%	-$30.9K	0.05%	153
2025 Q2	$458K	Sell	9,951 -468	-4%	-$20.7K	0.03%	234
2025 Q1	$457K	Sell	10,419 -932	-8%	-$41K	0.05%	217
2024 Q4	$493K	Buy	+11,351	New	+$503K	0.05%	205
2020 Q4	–	Sell	-8,237	Closed	-$338K	–	152
2020 Q3	$338K	Buy	8,237 +692	+9%	+$28.4K	0.09%	98
2020 Q2	$301K	Hold	7,545	–	–	0.09%	100
2020 Q1	$277K	Buy	7,545 +721	+11%	+$28.2K	0.12%	84
2019 Q4	$274K	Buy	+6,824	New	+$270K	0.1%	108

Other funds holding AOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WFS

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fort Point Capital Partners's AOM Position: Q2 2026 in Review

Fort Point Capital Partners sold out of iShares Core Moderate Allocation ETF (AOM) in Q2 2026, closing a stake of 8,412 shares — an estimated $398K sold.

Fort Point Capital Partners first reported a position in AOM in Q4 2019 and held it in 10 quarters. The position peaked at $493K in Q4 2024. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

Fort Point Capital Partners reported no remaining iShares Core Moderate Allocation ETF position as of Q2 2026 after selling out during the quarter.
Fort Point Capital Partners sold 8,412 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $398K.
Fort Point Capital Partners first reported a position in iShares Core Moderate Allocation ETF in Q4 2019 and held it in 10 quarters.
Fort Point Capital Partners's iShares Core Moderate Allocation ETF position peaked at $493K in Q4 2024.
300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Fort Point Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.