MWM
ALMU

Mission Wealth Management’s Aeluma Inc ALMU Stock Holding History

Mission Wealth Management’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 		$309K Hold
13,983
– – ﹤0.01% 868
2026
Q1 		$183K Hold
13,983
– – ﹤0.01% 710
2025
Q4 		$240K Buy
+13,983
New +$221K ﹤0.01% 652

Other funds holding ALMU

BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Mission Wealth Management's ALMU Position: Q2 2026 in Review

Mission Wealth Management held its Aeluma Inc (ALMU) position steady in Q2 2026 at 13,983 shares worth $309K. The position accounts for ﹤0.01% of the portfolio, ranked #868.

Mission Wealth Management first reported a position in ALMU in Q4 2025 and has held it in 3 quarters since. 7 funds tracked by Wall St. Rank hold ALMU as of Q2 2026.

  • Mission Wealth Management held 13,983 shares of Aeluma Inc worth $309K as of Q2 2026.
  • Mission Wealth Management left its Aeluma Inc share count unchanged in Q2 2026.
  • Aeluma Inc made up ﹤0.01% of Mission Wealth Management's portfolio in Q2 2026, its #868 holding.
  • Mission Wealth Management first reported a position in Aeluma Inc in Q4 2025 and has held it in 3 quarters since.
  • 7 funds tracked by Wall St. Rank held Aeluma Inc as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.