CoreCap Advisors’s Advanced Energy AEIS Stock Holding History

CoreCap Advisors’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	$4.51K	Buy	+16	New	+$4.68K	﹤0.01%	2286

Other funds holding AEIS

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

GAA

Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CoreCap Advisors's AEIS Position: Q3 2026 in Review

CoreCap Advisors opened a new position in Advanced Energy (AEIS) in Q3 2026: 16 shares worth $4.51K. The stake represents ﹤0.01% of the portfolio and ranks #2286 among its holdings.

76 funds tracked by Wall St. Rank hold AEIS as of Q3 2026.

CoreCap Advisors held 16 shares of Advanced Energy worth $4.51K as of Q3 2026.
Advanced Energy was a new CoreCap Advisors position in Q3 2026.
Advanced Energy made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2286 holding.
76 funds tracked by Wall St. Rank held Advanced Energy as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.