IMA Advisory Services, Inc.
Position in AEIS — Advanced Energy Industries Inc
CIK 1455495
DENVER, CO
Position in AEIS
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$3,872
-$734 QoQ
Shares Held
12
-45.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in AEIS Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Mar 31, 2026IMA Advisory Services, Inc. holds $25,186 across 9 Electrical Equipment & Parts names. AEIS ranks #4 (15.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABLZF |
Abb Ltd
|
72 | $5,738 | |
| 2 | VRT |
Vertiv Holdings Co
|
21 | $5,262 | |
| 3 | AYI |
Acuity Inc. (De)
|
14 | $3,923 | |
| 4 | AEIS |
Advanced Energy Industries Inc
This page
|
12 | $3,872 | |
| 5 | ENS |
EnerSys
|
17 | $2,953 | |
| 6 | BE |
Bloom Energy Corp
|
19 | $2,574 | |
| 7 | HUBB |
Hubbell Inc
|
1 | $490 | |
| 8 | NVT |
nVent Electric plc
|
3 | $354 |
All Filings in AEIS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,872 | 12 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $4,606 | 22 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||