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JFS Wealth Advisors’s Advanced Energy AEIS Stock Holding History

JFS Wealth 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
Q2 		$9.32K Hold
25
– – ﹤0.01% 1039
2026
Q1 		$8.07K Hold
25
– – ﹤0.01% 1033
2025
Q4 		$5.24K Buy
25
+15
+150% +$3.05K ﹤0.01% 1223
2025
Q3 		$1.7K Buy
10
+1
+11% +$151 ﹤0.01% 1478
2025
Q2 		$1.19K Sell
9
-12
-57% -$1.32K ﹤0.01% 1526
2025
Q1 		$2K Hold
21
– – ﹤0.01% 1464
2024
Q4 		$2.43K Hold
21
– – ﹤0.01% 1395
2024
Q3 		$2.21K Buy
21
+1
+5% +$105 ﹤0.01% 1442
2024
Q2 		$2.18K Hold
20
– – ﹤0.01% 1400
2024
Q1 		$2.04K Hold
20
– – ﹤0.01% 1429
2023
Q4 		$2.18K Sell
20
-3
-13% -$292 ﹤0.01% 1395
2023
Q3 		$2.37K Hold
23
– – ﹤0.01% 1293
2023
Q2 		$2.56K Hold
23
– – ﹤0.01% 1290
2023
Q1 		$2.25K Sell
23
-3
-12% -$283 ﹤0.01% 1313
2022
Q4 		$2.23K Buy
26
+2
+8% +$168 ﹤0.01% 1334
2022
Q3 		$2K Buy
24
+17
+243% +$1.46K ﹤0.01% 1270
2022
Q2 		$1K Sell
7
-12
-63% -$928 ﹤0.01% 1448
2022
Q1 		$2K Buy
19
+12
+171% +$1.04K ﹤0.01% 1359
2021
Q4 		$1K Buy
+7
New +$623 ﹤0.01% 1231

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

JFS Wealth Advisors's AEIS Position: Q2 2026 in Review

JFS Wealth Advisors held its Advanced Energy (AEIS) position steady in Q2 2026 at 25 shares worth $9.32K. The position accounts for ﹤0.01% of the portfolio, ranked #1039.

JFS Wealth Advisors first reported a position in AEIS in Q4 2021 and has held it in 19 quarters since. 679 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • JFS Wealth Advisors held 25 shares of Advanced Energy worth $9.32K as of Q2 2026.
  • JFS Wealth Advisors left its Advanced Energy share count unchanged in Q2 2026.
  • Advanced Energy made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1039 holding.
  • JFS Wealth Advisors first reported a position in Advanced Energy in Q4 2021 and has held it in 19 quarters since.
  • 679 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.