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 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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return