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Allegiance Financial Group Advisory Services’s Aethlon Medical AEMD Stock Holding History

Allegiance Financial Group Advisory Services’s Portfolio AEMD Stock Details AEMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-375
Closed -$10.7K – 155
2025
Q1 		$10.7K Hold
375
– – ﹤0.01% 140
2024
Q4 		$25.8K Buy
+375
New +$12.7K 0.01% 113
2023
Q4 		– Sell
-63
Closed -$11.3K – 67
2023
Q3 		$11.3K Hold
63
– – 0.01% 66
2023
Q2 		$18K Hold
63
– – 0.01% 66
2023
Q1 		$19.1K Hold
63
– – 0.01% 65
2022
Q4 		$13.8K Buy
+63
New +$23K 0.01% 68

Other funds holding AEMD

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IC
Ikarian Capital Dallas, Texas $1.23B AUM 600.17% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Allegiance Financial Group Advisory Services's AEMD Position: Q2 2025 in Review

Allegiance Financial Group Advisory Services sold out of Aethlon Medical (AEMD) in Q2 2025, closing a stake of 375 shares — an estimated $10.7K sold.

Allegiance Financial Group Advisory Services first reported a position in AEMD in Q4 2022 and held it in 6 quarters. The position peaked at $25.8K in Q4 2024. 14 funds tracked by Wall St. Rank hold AEMD as of Q2 2025.

  • Allegiance Financial Group Advisory Services reported no remaining Aethlon Medical position as of Q2 2025 after selling out during the quarter.
  • Allegiance Financial Group Advisory Services sold 375 Aethlon Medical shares in Q2 2025, an estimated $10.7K.
  • Allegiance Financial Group Advisory Services first reported a position in Aethlon Medical in Q4 2022 and held it in 6 quarters.
  • Allegiance Financial Group Advisory Services's Aethlon Medical position peaked at $25.8K in Q4 2024.
  • 14 funds tracked by Wall St. Rank held Aethlon Medical as of Q2 2025.

Based on Allegiance Financial Group Advisory Services's 13F filing for Q2 2025, filed 23 Jul 2025.