HWM
AIM

HB Wealth Management’s AIM ImmunoTech AIM Stock Holding History

HB Wealth Management’s Portfolio AIM Stock Details AIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-100
Closed -$1.22K – 1316
2025
Q1 		$1.22K Hold
100
– – ﹤0.01% 1221
2024
Q4 		$1.98K Buy
+100
New +$2.33K ﹤0.01% 1075

Other funds holding AIM

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CB
Community Bank Dewitt, New York $840M AUM 22.23% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
HI
Hoey Investments Coatesville, Pennsylvania $693M AUM 34.99% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DB
Danske Bank Copenhagen K, Denmark $41.5B AUM 29.19% 1-Year Est. Return

HB Wealth Management's AIM Position: Q2 2025 in Review

HB Wealth Management sold out of AIM ImmunoTech (AIM) in Q2 2025, closing a stake of 100 shares — an estimated $1.22K sold.

HB Wealth Management first reported a position in AIM in Q4 2024 and held it in 2 quarters. The position peaked at $1.98K in Q4 2024. 12 funds tracked by Wall St. Rank hold AIM as of Q2 2025.

  • HB Wealth Management reported no remaining AIM ImmunoTech position as of Q2 2025 after selling out during the quarter.
  • HB Wealth Management sold 100 AIM ImmunoTech shares in Q2 2025, an estimated $1.22K.
  • HB Wealth Management first reported a position in AIM ImmunoTech in Q4 2024 and held it in 2 quarters.
  • HB Wealth Management's AIM ImmunoTech position peaked at $1.98K in Q4 2024.
  • 12 funds tracked by Wall St. Rank held AIM ImmunoTech as of Q2 2025.

Based on HB Wealth Management's 13F filing for Q2 2025, filed 17 Jul 2025.