FFA
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Farther Finance Advisors’s Advanced Energy AEIS Stock Holding History

Farther Finance 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 		$178K Buy
633
+133
+27% +$38.9K ﹤0.01% 2395
2026
Q2 		$186K Sell
500
-18
-3% -$6.29K ﹤0.01% 2293
2026
Q1 		$172K Sell
518
-36
-6% -$10.4K ﹤0.01% 2120
2025
Q4 		$116K Buy
554
+381
+220% +$77.5K ﹤0.01% 2246
2025
Q3 		$29.4K Buy
173
+116
+204% +$17.5K ﹤0.01% 2781
2025
Q2 		$7.55K Sell
57
-26
-31% -$2.86K ﹤0.01% 3208
2025
Q1 		$7.9K Buy
83
+4
+5% +$457 ﹤0.01% 2850
2024
Q4 		$9.13K Buy
79
+64
+427% +$7.2K ﹤0.01% 2418
2024
Q3 		$1.58K Buy
15
+2
+15% +$210 ﹤0.01% 3081
2024
Q2 		$1.38K Sell
13
-1
-7% -$102 ﹤0.01% 2949
2024
Q1 		$1.42K Hold
14
– – ﹤0.01% 2640
2023
Q4 		$1.52K Buy
+14
New +$1.36K ﹤0.01% 2543

Other funds holding AEIS

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
RP
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
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $218M AUM 23.7% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return
AB
ANB Bank Denver, Colorado $282M AUM 20.31% 1-Year Est. Return

Farther Finance Advisors's AEIS Position: Q3 2026 in Review

Farther Finance Advisors increased its Advanced Energy (AEIS) stake by 27% in Q3 2026, buying an estimated $38.9K and bringing the position to 633 shares worth $178K. The position accounts for ﹤0.01% of the portfolio, ranked #2395.

Farther Finance Advisors first reported a position in AEIS in Q4 2023 and has held it in 12 quarters since. The position peaked at $186K in Q2 2026. 25 funds tracked by Wall St. Rank hold AEIS as of Q3 2026.

  • Farther Finance Advisors held 633 shares of Advanced Energy worth $178K as of Q3 2026.
  • Farther Finance Advisors bought 133 Advanced Energy shares in Q3 2026, an estimated $38.9K.
  • Advanced Energy made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2395 holding.
  • Farther Finance Advisors first reported a position in Advanced Energy in Q4 2023 and has held it in 12 quarters since.
  • Farther Finance Advisors's Advanced Energy position peaked at $186K in Q2 2026.
  • 25 funds tracked by Wall St. Rank held Advanced Energy as of Q3 2026.

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