Cetera Investment Advisers’s Advanced Energy AEIS Stock Holding History

Cetera Investment Advisers’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 Q1	$6.62M	Sell	20,507 -2,044	-9%	-$592K	0.01%	1319
2025 Q4	$4.72M	Sell	22,551 -1,765	-7%	-$359K	0.01%	1498
2025 Q3	$4.14M	Buy	24,316 +21,402	+734%	+$3.22M	﹤0.01%	1563
2025 Q2	$386K	Sell	2,914 -246	-8%	-$27.1K	﹤0.01%	3173
2025 Q1	$301K	Sell	3,160 -140	-4%	-$16K	﹤0.01%	3261
2024 Q4	$382K	Sell	3,300 -598	-15%	-$67.2K	﹤0.01%	2910
2024 Q3	$410K	Sell	3,898 -79	-2%	-$8.29K	﹤0.01%	2820
2024 Q2	$433K	Sell	3,977 -371	-9%	-$38K	﹤0.01%	2702
2024 Q1	$443K	Buy	+4,348	New	+$443K	﹤0.01%	2695

Other funds holding AEIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers's AEIS Position: Q1 2026 in Review

Cetera Investment Advisers reduced its Advanced Energy (AEIS) stake by 9.1% in Q1 2026, selling an estimated $592K and leaving 20,507 shares worth $6.62M. The position accounts for 0.01% of the portfolio, ranked #1319.

Cetera Investment Advisers first reported a position in AEIS in Q1 2024 and has held it in 9 quarters since. 575 funds tracked by Wall St. Rank hold AEIS as of Q1 2026.

Cetera Investment Advisers held 20,507 shares of Advanced Energy worth $6.62M as of Q1 2026.
Cetera Investment Advisers sold 2,044 Advanced Energy shares in Q1 2026, an estimated $592K.
Advanced Energy made up 0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #1319 holding.
Cetera Investment Advisers first reported a position in Advanced Energy in Q1 2024 and has held it in 9 quarters since.
575 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.