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Independent Financial Group’s Advanced Energy AEIS Stock Holding History

Independent Financial Group’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
Q2 		– Sell
-2,151
Closed -$694K – 1551
2026
Q1 		$694K Buy
+2,151
New +$623K 0.02% 770

Other funds holding AEIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Independent Financial Group's AEIS Position: Q2 2026 in Review

Independent Financial Group sold out of Advanced Energy (AEIS) in Q2 2026, closing a stake of 2,151 shares — an estimated $694K sold.

Independent Financial Group first reported a position in AEIS in Q1 2026 and held it in 1 quarter. The position peaked at $694K in Q1 2026. 678 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • Independent Financial Group reported no remaining Advanced Energy position as of Q2 2026 after selling out during the quarter.
  • Independent Financial Group sold 2,151 Advanced Energy shares in Q2 2026, an estimated $694K.
  • Independent Financial Group first reported a position in Advanced Energy in Q1 2026 and held it in 1 quarter.
  • Independent Financial Group's Advanced Energy position peaked at $694K in Q1 2026.
  • 678 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.