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Visionary Wealth Advisors’s Advanced Energy AEIS Stock Holding History

Visionary Wealth Advisors’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 		$4.29M Hold
11,507
– – 0.17% 139
2026
Q1 		$3.71M Buy
11,507
+18
+0.2% +$5.22K 0.16% 141
2025
Q4 		$2.41M Buy
11,489
+21
+0.2% +$4.27K 0.11% 179
2025
Q3 		$1.95M Hold
11,468
– – 0.09% 199
2025
Q2 		$1.52M Hold
11,468
– – 0.08% 227
2025
Q1 		$1.09M Hold
11,468
– – 0.07% 245
2024
Q4 		$1.33M Buy
+11,468
New +$1.29M 0.08% 216

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

Visionary Wealth Advisors's AEIS Position: Q2 2026 in Review

Visionary Wealth Advisors held its Advanced Energy (AEIS) position steady in Q2 2026 at 11,507 shares worth $4.29M. The position accounts for 0.17% of the portfolio, ranked #139.

Visionary Wealth Advisors first reported a position in AEIS in Q4 2024 and has held it in 7 quarters since. 680 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • Visionary Wealth Advisors held 11,507 shares of Advanced Energy worth $4.29M as of Q2 2026.
  • Visionary Wealth Advisors left its Advanced Energy share count unchanged in Q2 2026.
  • Advanced Energy made up 0.17% of Visionary Wealth Advisors's portfolio in Q2 2026, its #139 holding.
  • Visionary Wealth Advisors first reported a position in Advanced Energy in Q4 2024 and has held it in 7 quarters since.
  • 680 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.