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Prestige Wealth Management Group’s Advanced Energy AEIS Stock Holding History

Prestige Wealth Management 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 		$5.22K Buy
14
+7
+100% +$2.45K ﹤0.01% 579
2026
Q1 		$2.26K Buy
+7
New +$2.03K ﹤0.01% 715
2019
Q1 		– Sell
-11
Closed – – 495
2018
Q4 		$0 Buy
+11
New +$490 ﹤0.01% 1233

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

Prestige Wealth Management Group's AEIS Position: Q2 2026 in Review

Prestige Wealth Management Group increased its Advanced Energy (AEIS) stake by 100% in Q2 2026, buying an estimated $2.45K and bringing the position to 14 shares worth $5.22K. The position accounts for ﹤0.01% of the portfolio, ranked #579.

Prestige Wealth Management Group first reported a position in AEIS in Q4 2018 and has held it in 3 quarters since. 681 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • Prestige Wealth Management Group held 14 shares of Advanced Energy worth $5.22K as of Q2 2026.
  • Prestige Wealth Management Group bought 7 Advanced Energy shares in Q2 2026, an estimated $2.45K.
  • Advanced Energy made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #579 holding.
  • Prestige Wealth Management Group first reported a position in Advanced Energy in Q4 2018 and has held it in 3 quarters since.
  • 681 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.