SWM
AIM

SeaCrest Wealth Management’s AIM ImmunoTech AIM Stock Holding History

SeaCrest 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
-351
Closed -$4.29K – 709
2025
Q1 		$4.29K Hold
351
– – ﹤0.01% 657
2024
Q4 		$6.94K Hold
351
– – ﹤0.01% 654
2024
Q3 		$9.47K Hold
351
– – ﹤0.01% 650
2024
Q2 		$13.1K Hold
351
– – ﹤0.01% 613
2024
Q1 		$16.5K Sell
351
-20
-5% -$829 ﹤0.01% 602
2023
Q4 		$16.3K Hold
371
– – ﹤0.01% 618
2023
Q3 		$16.9K Hold
371
– – ﹤0.01% 618
2023
Q2 		$24.8K Hold
371
– – ﹤0.01% 622
2023
Q1 		$15.9K Hold
371
– – ﹤0.01% 627
2022
Q4 		$11.6K Sell
371
-30
-7% -$1.39K ﹤0.01% 632
2022
Q3 		$23K Hold
401
– – ﹤0.01% 619
2022
Q2 		$31K Hold
401
– – ﹤0.01% 1323
2022
Q1 		$42K Buy
401
+15
+4% +$1.29K ﹤0.01% 703
2021
Q4 		$35K Sell
386
-50
-11% -$7.73K ﹤0.01% 703
2021
Q3 		$88K Hold
436
– – 0.01% 660
2021
Q2 		$94K Hold
436
– – 0.01% 681
2021
Q1 		$99K Sell
436
-53
-11% -$12K 0.01% 645
2020
Q4 		$87K Sell
489
-17
-3% -$3.4K 0.01% 605
2020
Q3 		$109K Buy
506
+40
+9% +$9.99K 0.02% 560
2020
Q2 		$115K Buy
+466
New +$113K 0.02% 528

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

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

SeaCrest Wealth Management sold out of AIM ImmunoTech (AIM) in Q2 2025, closing a stake of 351 shares — an estimated $4.29K sold.

SeaCrest Wealth Management first reported a position in AIM in Q2 2020 and held it in 20 quarters. The position peaked at $115K in Q2 2020. 12 funds tracked by Wall St. Rank hold AIM as of Q2 2025.

  • SeaCrest Wealth Management reported no remaining AIM ImmunoTech position as of Q2 2025 after selling out during the quarter.
  • SeaCrest Wealth Management sold 351 AIM ImmunoTech shares in Q2 2025, an estimated $4.29K.
  • SeaCrest Wealth Management first reported a position in AIM ImmunoTech in Q2 2020 and held it in 20 quarters.
  • SeaCrest Wealth Management's AIM ImmunoTech position peaked at $115K in Q2 2020.
  • 12 funds tracked by Wall St. Rank held AIM ImmunoTech as of Q2 2025.

Based on SeaCrest Wealth Management's 13F filing for Q2 2025, filed 11 Jul 2025.