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SeaCrest Wealth Management’s Advanced Energy AEIS Stock Holding History

SeaCrest Wealth Management’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 		$373K Buy
+1,000
New +$350K 0.04% 362

Other funds holding AEIS

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

SeaCrest Wealth Management's AEIS Position: Q2 2026 in Review

SeaCrest Wealth Management opened a new position in Advanced Energy (AEIS) in Q2 2026: 1,000 shares worth $373K. The stake represents 0.04% of the portfolio and ranks #362 among its holdings.

94 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • SeaCrest Wealth Management held 1,000 shares of Advanced Energy worth $373K as of Q2 2026.
  • Advanced Energy was a new SeaCrest Wealth Management position in Q2 2026.
  • Advanced Energy made up 0.04% of SeaCrest Wealth Management's portfolio in Q2 2026, its #362 holding.
  • 94 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.