PWMAI
ALMU

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Aeluma Inc ALMU Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Portfolio ALMU Stock Details ALMU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$351K Hold
15,900
– – 0.09% 132
2026
Q1 		$208K Hold
15,900
– – 0.06% 165
2025
Q4 		$273K Buy
+15,900
New +$251K 0.08% 145

Other funds holding ALMU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
WIM
Westside Investment Management Santa Monica, California $761M AUM 39.85% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FAG
Fortitude Advisory Group Gig Harbor, Washington $262M AUM 42.09% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s ALMU Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held its Aeluma Inc (ALMU) position steady in Q2 2026 at 15,900 shares worth $351K. The position accounts for 0.09% of the portfolio, ranked #132.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in ALMU in Q4 2025 and has held it in 3 quarters since. 42 funds tracked by Wall St. Rank hold ALMU as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 15,900 shares of Aeluma Inc worth $351K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. left its Aeluma Inc share count unchanged in Q2 2026.
  • Aeluma Inc made up 0.09% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #132 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Aeluma Inc in Q4 2025 and has held it in 3 quarters since.
  • 42 funds tracked by Wall St. Rank held Aeluma Inc as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.