Elevation Wealth Partners’s Advanced Energy AEIS Stock Holding History

Elevation Wealth Partners’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	$22.5K	Buy	+80	New	+$23.4K	0.01%	645

Other funds holding AEIS

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 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

AHT

Amanah Holdings Trust London $1.79B AUM 618.88% 1-Year Est. Return

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

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Elevation Wealth Partners's AEIS Position: Q3 2026 in Review

Elevation Wealth Partners opened a new position in Advanced Energy (AEIS) in Q3 2026: 80 shares worth $22.5K. The stake represents 0.01% of the portfolio and ranks #645 among its holdings.

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

Elevation Wealth Partners held 80 shares of Advanced Energy worth $22.5K as of Q3 2026.
Advanced Energy was a new Elevation Wealth Partners position in Q3 2026.
Advanced Energy made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #645 holding.
237 funds tracked by Wall St. Rank held Advanced Energy as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.