Abound Wealth Management’s Advanced Energy AEIS Stock Holding History

Abound Wealth Management’s Portfolio AEIS Stock Details AEIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$933	Hold	3	–	–	﹤0.01%	833
2026 Q1	$807	Sell	3 -3	-50%	-$869	﹤0.01%	1005
2025 Q4	$1.15K	Buy	6 +4	+200%	+$814	﹤0.01%	900
2025 Q3	$341	Hold	2	–	–	﹤0.01%	984
2025 Q2	$265	Hold	2	–	–	﹤0.01%	955
2025 Q1	$191	Sell	2 -1	-33%	-$114	﹤0.01%	1001
2024 Q4	$347	Sell	3 -1	-25%	-$112	﹤0.01%	851
2024 Q3	$421	Hold	4	–	–	﹤0.01%	897
2024 Q2	$436	Hold	4	–	–	﹤0.01%	869
2024 Q1	$408	Buy	+4	New	+$408	﹤0.01%	980
2023 Q4	–	Sell	-4	Closed	-$413	–	1337
2023 Q3	$413	Hold	4	–	–	﹤0.01%	869
2023 Q2	$446	Buy	+4	New	+$381	﹤0.01%	883

Other funds holding AEIS

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

AHT

Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

TCM

Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

MMC

Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.67B AUM 103.47% 1-Year Est. Return

Abound Wealth Management's AEIS Position: Q2 2026 in Review

Abound Wealth Management held its Advanced Energy (AEIS) position steady in Q2 2026 at 3 shares worth $933. The position accounts for ﹤0.01% of the portfolio, ranked #833.

Abound Wealth Management first reported a position in AEIS in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.15K in Q4 2025. 124 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

Abound Wealth Management held 3 shares of Advanced Energy worth $933 as of Q2 2026.
Abound Wealth Management left its Advanced Energy share count unchanged in Q2 2026.
Advanced Energy made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #833 holding.
Abound Wealth Management first reported a position in Advanced Energy in Q2 2023 and has held it in 12 quarters since.
Abound Wealth Management's Advanced Energy position peaked at $1.15K in Q4 2025.
124 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.