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Spire Wealth Management’s Advanced Energy AEIS Stock Holding History

Spire 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 		$2.24K Buy
+6
New +$2.1K ﹤0.01% 1987
2022
Q1 		– Sell
-16
Closed -$1K – 2508
2021
Q4 		$1K Buy
+16
New +$1.42K ﹤0.01% 2841
2021
Q2 		– Sell
-28
Closed -$3K – 2567
2021
Q1 		$3K Buy
+28
New +$3.04K ﹤0.01% 2730

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
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
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

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

Spire Wealth Management opened a new position in Advanced Energy (AEIS) in Q2 2026: 6 shares worth $2.24K. The stake represents ﹤0.01% of the portfolio and ranks #1987 among its holdings. This is a return to the name: Spire Wealth Management previously reported a position in AEIS as recently as Q4 2021.

Spire Wealth Management first reported a position in AEIS in Q1 2021 and has held it in 3 quarters since. The position peaked at $3K in Q1 2021. 65 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • Spire Wealth Management held 6 shares of Advanced Energy worth $2.24K as of Q2 2026.
  • Advanced Energy was a new Spire Wealth Management position in Q2 2026.
  • Advanced Energy made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1987 holding.
  • Spire Wealth Management first reported a position in Advanced Energy in Q1 2021 and has held it in 3 quarters since.
  • Spire Wealth Management's Advanced Energy position peaked at $3K in Q1 2021.
  • 65 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.