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Action Point Financial Planning’s Advanced Energy AEIS Stock Holding History

Action Point Financial Planning’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 		$23.5K Buy
+66
New +$23.1K ﹤0.01% 1080

Other funds holding AEIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Action Point Financial Planning's AEIS Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Advanced Energy (AEIS) in Q2 2026: 66 shares worth $23.5K. The stake represents ﹤0.01% of the portfolio and ranks #1080 among its holdings.

677 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • Action Point Financial Planning held 66 shares of Advanced Energy worth $23.5K as of Q2 2026.
  • Advanced Energy was a new Action Point Financial Planning position in Q2 2026.
  • Advanced Energy made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1080 holding.
  • 677 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.