Sound Income Strategies, LLC
Position in AEIS — Advanced Energy Industries Inc
CIK 1730960
Ft Lauderdale, FL
Position in AEIS
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$30,657
+$10,767 QoQ
Shares Held
95
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AEIS Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Sound Income Strategies, LLC holds $766,402 across 1 Electrical Equipment & Parts name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
2,289 | $766,402 |
All Filings in AEIS
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $30,657 | 95 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $19,890 | 95 | Shares | Sole | 2026-01-21 | |
| 2021-06-30 | $338 | 3 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $327 | 3 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $290 | 3 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $188 | 3 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $203 | 3 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $145 | 3 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||