Brucke Financial
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Brucke Financial’s Advanced Energy AEIS Stock Holding History

Brucke Financial’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
Q3 		– Sell
-736
Closed -$274K – 186
2026
Q2 		$274K Sell
736
-881
-54% -$308K 0.12% 128
2026
Q1 		$522K Buy
+1,617
New +$469K 0.26% 73

Other funds holding AEIS

Geode Capital Management
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return

Brucke Financial's AEIS Position: Q3 2026 in Review

Brucke Financial sold out of Advanced Energy (AEIS) in Q3 2026, closing a stake of 736 shares — an estimated $274K sold.

Brucke Financial first reported a position in AEIS in Q1 2026 and held it in 2 quarters. The position peaked at $522K in Q1 2026. 285 funds tracked by Wall St. Rank hold AEIS as of Q3 2026.

  • Brucke Financial reported no remaining Advanced Energy position as of Q3 2026 after selling out during the quarter.
  • Brucke Financial sold 736 Advanced Energy shares in Q3 2026, an estimated $274K.
  • Brucke Financial first reported a position in Advanced Energy in Q1 2026 and held it in 2 quarters.
  • Brucke Financial's Advanced Energy position peaked at $522K in Q1 2026.
  • 285 funds tracked by Wall St. Rank held Advanced Energy as of Q3 2026.

Based on Brucke Financial's 13F filing for Q3 2026, filed 23 Oct 2026.