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Aventura Private Wealth’s AES AES Stock Holding History

Aventura Private Wealth’s Portfolio AES Stock Details AES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.68K Hold
660
– – ﹤0.01% 600
2026
Q1 		$9.3K Hold
660
– – ﹤0.01% 555
2025
Q4 		$9.46K Hold
660
– – ﹤0.01% 514
2025
Q3 		$8.69K Sell
660
-8,740
-93% -$114K ﹤0.01% 514
2025
Q2 		$98.9K Buy
9,400
+9,368
+29,275% +$100K 0.04% 209
2025
Q1 		$392 Buy
+32
New +$370 ﹤0.01% 732

Other funds holding AES

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

Aventura Private Wealth's AES Position: Q2 2026 in Review

Aventura Private Wealth held its AES (AES) position steady in Q2 2026 at 660 shares worth $9.68K. The position accounts for ﹤0.01% of the portfolio, ranked #600.

Aventura Private Wealth first reported a position in AES in Q1 2025 and has held it in 6 quarters since. The position peaked at $98.9K in Q2 2025. 93 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • Aventura Private Wealth held 660 shares of AES worth $9.68K as of Q2 2026.
  • Aventura Private Wealth left its AES share count unchanged in Q2 2026.
  • AES made up ﹤0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #600 holding.
  • Aventura Private Wealth first reported a position in AES in Q1 2025 and has held it in 6 quarters since.
  • Aventura Private Wealth's AES position peaked at $98.9K in Q2 2025.
  • 93 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.