Dynamic Advisor Solutions
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Dynamic Advisor Solutions’s Advanced Energy AEIS Stock Holding History

Dynamic Advisor Solutions’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
-600
Closed -$224K – 1032
2026
Q2 		$224K Buy
+600
New +$210K 0.01% 963

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Artemis Investment Management
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Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
NAM
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Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Dynamic Advisor Solutions's AEIS Position: Q3 2026 in Review

Dynamic Advisor Solutions sold out of Advanced Energy (AEIS) in Q3 2026, closing a stake of 600 shares — an estimated $224K sold.

Dynamic Advisor Solutions first reported a position in AEIS in Q2 2026 and held it in 1 quarter. The position peaked at $224K in Q2 2026. 63 funds tracked by Wall St. Rank hold AEIS as of Q3 2026.

  • Dynamic Advisor Solutions reported no remaining Advanced Energy position as of Q3 2026 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 600 Advanced Energy shares in Q3 2026, an estimated $224K.
  • Dynamic Advisor Solutions first reported a position in Advanced Energy in Q2 2026 and held it in 1 quarter.
  • Dynamic Advisor Solutions's Advanced Energy position peaked at $224K in Q2 2026.
  • 63 funds tracked by Wall St. Rank held Advanced Energy as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.