Avantax Advisory Services’s Advanced Energy AEIS Stock Holding History
Bought
Maintained
Sold
Other funds holding AEIS
Avantax Advisory Services's AEIS Position: Q2 2025 in Review
Avantax Advisory Services increased its Advanced Energy (AEIS) stake by 10% in Q2 2025, buying an estimated $205K and bringing the position to 20,451 shares worth $2.71M. The position accounts for 0.01% of the portfolio, ranked #663.
Avantax Advisory Services first reported a position in AEIS in Q2 2024 and has held it in 5 quarters since. 371 funds tracked by Wall St. Rank hold AEIS as of Q2 2025.
- Avantax Advisory Services held 20,451 shares of Advanced Energy worth $2.71M as of Q2 2025.
- Avantax Advisory Services bought 1,862 Advanced Energy shares in Q2 2025, an estimated $205K.
- Advanced Energy made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #663 holding.
- Avantax Advisory Services first reported a position in Advanced Energy in Q2 2024 and has held it in 5 quarters since.
- 371 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2025.
Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.