SeaCrest Wealth Management
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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
Q3 		– Sell
-1,000
Closed -$373K – 550
2026
Q2 		$373K Buy
+1,000
New +$350K 0.04% 362

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CWM
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SeaCrest Wealth Management's AEIS Position: Q3 2026 in Review

SeaCrest Wealth Management sold out of Advanced Energy (AEIS) in Q3 2026, closing a stake of 1,000 shares — an estimated $373K sold.

SeaCrest Wealth Management first reported a position in AEIS in Q2 2026 and held it in 1 quarter. The position peaked at $373K in Q2 2026. 118 funds tracked by Wall St. Rank hold AEIS as of Q3 2026.

  • SeaCrest Wealth Management reported no remaining Advanced Energy position as of Q3 2026 after selling out during the quarter.
  • SeaCrest Wealth Management sold 1,000 Advanced Energy shares in Q3 2026, an estimated $373K.
  • SeaCrest Wealth Management first reported a position in Advanced Energy in Q2 2026 and held it in 1 quarter.
  • SeaCrest Wealth Management's Advanced Energy position peaked at $373K in Q2 2026.
  • 118 funds tracked by Wall St. Rank held Advanced Energy as of Q3 2026.

Based on SeaCrest Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.