Back to AEIS

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → AEIS

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC AEIS Position History

Advanced Energy Industries, Inc. • Technology

Quarters held
5
Latest value
$2.7M
Q3 2026
Peak value
$2.7M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$756K
Q4 2025$1M
Q1 2026$1.3M
Q2 2026$2.3M
Q3 2026$2.7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.7M18.5K——
Q2 2026$2.3M16.0K——
Q1 2026$1.3M12.8K——
Q4 2025$1M4.5K——
Q3 2025$756K4.4K——

Other funds holding AEIS

Other WEALTH ENHANCEMENT ADVISORY SERVICES, LLC positions

ETHA

ISHARES TR

$4.5B
ETHA

ISHARES TR

$4.4B
ETHA

ISHARES TR

$3.9B
ETHA

ISHARES TR

$3.6B
ETHA

ISHARES TR

$2.9B
AAPL

APPLE INC

$2.2B
AAPL

APPLE INC

$2B
AAPL

APPLE INC

$2B