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Fortitude Advisory Group’s Aeluma Inc ALMU Stock Holding History

Fortitude Advisory Group’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
Q3 		$444K Sell
35,954
-1,613
-4% -$24.5K 0.17% 125
2026
Q2 		$829K Buy
37,567
+2,132
+6% +$45.6K 0.32% 68
2026
Q1 		$464K Buy
+35,435
New +$587K 0.21% 103

Other funds holding ALMU

Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
Westside Investment Management
Westside Investment Management Santa Monica, California $785M AUM 29.89% 1-Year Est. Return
BFSG LLC
BFSG LLC Irvine, California $1.14B AUM 21.04% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Integrity Wealth Advisors
Integrity Wealth Advisors Ventura, California $193M AUM
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Pension & Wealth Management Advisors
Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return
Intesa Sanpaolo Wealth Management
Intesa Sanpaolo Wealth Management Ville De Luxembourg $592M AUM 15.49% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Secure Asset Management
Secure Asset Management Troy, Michigan $753M AUM 20.9% 1-Year Est. Return

Fortitude Advisory Group's ALMU Position: Q3 2026 in Review

Fortitude Advisory Group reduced its Aeluma Inc (ALMU) stake by 4.3% in Q3 2026, selling an estimated $24.5K and leaving 35,954 shares worth $444K. The position accounts for 0.17% of the portfolio, ranked #125.

Fortitude Advisory Group first reported a position in ALMU in Q1 2026 and has held it in 3 quarters since. The position peaked at $829K in Q2 2026. 24 funds tracked by Wall St. Rank hold ALMU as of Q3 2026.

  • Fortitude Advisory Group held 35,954 shares of Aeluma Inc worth $444K as of Q3 2026.
  • Fortitude Advisory Group sold 1,613 Aeluma Inc shares in Q3 2026, an estimated $24.5K.
  • Aeluma Inc made up 0.17% of Fortitude Advisory Group's portfolio in Q3 2026, its #125 holding.
  • Fortitude Advisory Group first reported a position in Aeluma Inc in Q1 2026 and has held it in 3 quarters since.
  • Fortitude Advisory Group's Aeluma Inc position peaked at $829K in Q2 2026.
  • 24 funds tracked by Wall St. Rank held Aeluma Inc as of Q3 2026.

Based on Fortitude Advisory Group's 13F filing for Q3 2026, filed 15 Oct 2026.