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Abound Wealth Management

Position in AEIS — Advanced Energy Industries Inc

CIK 1950323 FRANKLIN, TN

Position in AEIS

as of Jun 30, 2026 · filed Jul 10, 2026
Position Value
$1,118
+$150 QoQ
Shares Held
3
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#669
of 677 holders
Holding Since
Jun 2023
12 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in AEIS Over Time

Shares Held

Position Value (USD)

Position in Electrical Equipment & Parts

Industrials · as of Jun 30, 2026

Abound Wealth Management holds $49,815 across 7 Electrical Equipment & Parts names. AEIS ranks #4 (2.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 AEIS
Advanced Energy Industries Inc
This page
3 $1,118

All Filings in AEIS

Export CSV
12 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,118 3
2026-03-31 $968 3
2025-12-31 $1,256 6
2025-09-30 $340 2
2025-06-30 $265 2
2025-03-31 $190 2
2024-12-31 $346 3
2024-09-30 $420 4
2024-06-30 $435 4
2024-03-31 $407 4
2023-09-30 $412 4
2023-06-30 $445 4