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Retirement Wealth Solutions’s Advanced Energy AEIS Stock Holding History

Retirement Wealth Solutions’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 		$11.6K Sell
31
-2
-6% -$699 0.01% 212
2026
Q1 		$10.7K Sell
33
-1
-3% -$290 0.01% 205
2025
Q4 		$7.12K Buy
34
+4
+13% +$814 ﹤0.01% 261
2025
Q3 		$5.11K Buy
+30
New +$4.52K ﹤0.01% 301

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

Retirement Wealth Solutions's AEIS Position: Q2 2026 in Review

Retirement Wealth Solutions reduced its Advanced Energy (AEIS) stake by 6.1% in Q2 2026, selling an estimated $699 and leaving 31 shares worth $11.6K. The position accounts for 0.01% of the portfolio, ranked #212.

Retirement Wealth Solutions first reported a position in AEIS in Q3 2025 and has held it in 4 quarters since. 681 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • Retirement Wealth Solutions held 31 shares of Advanced Energy worth $11.6K as of Q2 2026.
  • Retirement Wealth Solutions sold 2 Advanced Energy shares in Q2 2026, an estimated $699.
  • Advanced Energy made up 0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #212 holding.
  • Retirement Wealth Solutions first reported a position in Advanced Energy in Q3 2025 and has held it in 4 quarters since.
  • 681 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.