Creative Financial Designs’s Advanced Energy AEIS Stock Holding History

Creative Financial Designs’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
2025 Q3	–	Sell	-38	Closed	-$5.04K	–	2048
2025 Q2	$5.04K	Sell	38 -11	-22%	-$1.21K	﹤0.01%	1525
2025 Q1	$4.67K	Buy	49 +11	+29%	+$1.26K	﹤0.01%	1504
2024 Q4	$4.39K	Hold	38	–	–	﹤0.01%	1451
2024 Q3	$4K	Hold	38	–	–	﹤0.01%	1432
2024 Q2	$4.13K	Hold	38	–	–	﹤0.01%	1358
2024 Q1	$3.88K	Hold	38	–	–	﹤0.01%	1371
2023 Q4	$4.14K	Hold	38	–	–	﹤0.01%	1299
2023 Q3	$3.92K	Buy	+38	New	+$4.26K	﹤0.01%	1229
2021 Q4	–	Sell	-882	Closed	-$77K	–	1194
2021 Q3	$77K	Hold	882	–	–	0.01%	502
2021 Q2	$99K	Hold	882	–	–	0.02%	444
2021 Q1	$96K	Hold	882	–	–	0.02%	419
2020 Q4	$86K	Hold	882	–	–	0.02%	407
2020 Q3	$56K	Hold	882	–	–	0.01%	440
2020 Q2	$60K	Buy	+882	New	+$52.5K	0.02%	393

Other funds holding AEIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Creative Financial Designs's AEIS Position: Q3 2025 in Review

Creative Financial Designs sold out of Advanced Energy (AEIS) in Q3 2025, closing a stake of 38 shares — an estimated $5.04K sold.

Creative Financial Designs first reported a position in AEIS in Q2 2020 and held it in 14 quarters. The position peaked at $99K in Q2 2021. 401 funds tracked by Wall St. Rank hold AEIS as of Q3 2025.

Creative Financial Designs reported no remaining Advanced Energy position as of Q3 2025 after selling out during the quarter.
Creative Financial Designs sold 38 Advanced Energy shares in Q3 2025, an estimated $5.04K.
Creative Financial Designs first reported a position in Advanced Energy in Q2 2020 and held it in 14 quarters.
Creative Financial Designs's Advanced Energy position peaked at $99K in Q2 2021.
401 funds tracked by Wall St. Rank held Advanced Energy as of Q3 2025.

Based on Creative Financial Designs's 13F filing for Q3 2025, filed 12 Nov 2025.