Smartleaf Asset Management’s Advanced Energy AEIS Stock Holding History

Smartleaf Asset 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 Q1	$208K	Sell	698 -669	-49%	-$194K	0.01%	770
2025 Q4	$292K	Buy	1,367 +221	+19%	+$45K	0.01%	660
2025 Q3	$191K	Buy	1,146 +99	+9%	+$14.9K	0.01%	750
2025 Q2	$139K	Sell	1,047 -189	-15%	-$20.8K	0.01%	720
2025 Q1	$117K	Buy	1,236 +179	+17%	+$20.4K	0.01%	771
2024 Q4	$122K	Buy	1,057 +845	+399%	+$95K	0.01%	754
2024 Q3	$22.2K	Sell	212 -15	-7%	-$1.57K	﹤0.01%	1286
2024 Q2	$24.4K	Buy	227 +195	+609%	+$20K	﹤0.01%	963
2024 Q1	$3.26K	Buy	+32	New	+$3.26K	﹤0.01%	1356

Other funds holding AEIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Smartleaf Asset Management's AEIS Position: Q1 2026 in Review

Smartleaf Asset Management reduced its Advanced Energy (AEIS) stake by 49% in Q1 2026, selling an estimated $194K and leaving 698 shares worth $208K. The position accounts for 0.01% of the portfolio, ranked #770.

Smartleaf Asset Management first reported a position in AEIS in Q1 2024 and has held it in 9 quarters since. The position peaked at $292K in Q4 2025. 575 funds tracked by Wall St. Rank hold AEIS as of Q1 2026.

Smartleaf Asset Management held 698 shares of Advanced Energy worth $208K as of Q1 2026.
Smartleaf Asset Management sold 669 Advanced Energy shares in Q1 2026, an estimated $194K.
Advanced Energy made up 0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #770 holding.
Smartleaf Asset Management first reported a position in Advanced Energy in Q1 2024 and has held it in 9 quarters since.
Smartleaf Asset Management's Advanced Energy position peaked at $292K in Q4 2025.
575 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.