Fort Point Capital Partners LLC EQAL — INVESCO EXCH TRADED FD TR II

Ownership history in Fort Point Capital Partners LLC  ·  4 quarters on record

AI Ownership Summary

Fort Point Capital Partners LLC reported INVESCO EXCH TRADED FD TR II (EQAL) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 1.49% in 2025 Q3. The latest visible filing shows EQAL at 0.18% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this EQAL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Fort Point Capital Partners LLC's position in INVESCO EXCH TRADED FD TR II, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

EQAL was reported at 0.18% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.49% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

EQAL stock page Fort Point Capital Partners LLC fund profile Fort Point Capital Partners LLC full holdings
How Fort Point Capital Partners LLC held EQAL — position size vs. price
% of Fund (quarterly)    EQAL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 88.4% +5.2% ❌ 28,407 -215,508 -88.4% 0.18% $1.6M 2026-02-13 $56.53
2025 Q3 REDUCED — — — 243,915 -3,423 -1.4% 1.49% $12.7M 2025-11-14 $50.88
2025 Q2 ADDED — — — 247,338 +147,026 +146.6% 0.88% $12.2M 2025-08-14 $49.97
2025 Q1 INITIATED — — — 100,312 — — 0.52% $4.7M 2025-05-15 $47.44

🏢 Other funds also holding EQAL

As of 2026 Q1 — sorted by position size

BINGHAM PRIVATE WEALTH, LLC 1.97% SYKON CAPITAL LLC 1.68% Longview Financial Advisors, Inc. 1.48% Lunt Capital Management, Inc. 0.98% Shade Tree Advisors LLC 0.87% Wick Capital Partners, LLC 3Y 0.83% Friedenthal Financial 3Y 7Y 0.81% Davis Investment Partners, LLC 3Y 0.69% Carroll Advisory Group, LLC 0.64% UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 0.35%

FAQ About Fort Point Capital Partners LLC and EQAL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Fort Point Capital Partners LLC reported owning EQAL?

Fort Point Capital Partners LLC reported EQAL across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported EQAL position in Fort Point Capital Partners LLC's portfolio?

The largest reported portfolio weight for EQAL was 1.49% in 2025 Q3.

What is the latest reported EQAL position on this page?

The most recent filing on this page is 2025 Q4, when Fort Point Capital Partners LLC reported 28,407 shares, equal to 0.18% of portfolio, with an estimated market value of $1.6M.

What does the chart on this EQAL ownership page compare?

The chart compares Fort Point Capital Partners LLC's quarterly EQAL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Fort Point Capital Partners LLC time their EQAL position?

Based on 13F filing dates vs. subsequent EQAL price moves, Fort Point Capital Partners LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on EQAL relative to SPY over the holding period was +3.1%.

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