DIVERSIFY WEALTH MANAGEMENT, LLC

Position in AEIS — Advanced Energy Industries Inc

CIK 2030780 SANDY, UT

Position in AEIS

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$313,210

-$19,826 QoQ

Shares Held

840

-18.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#483

of 677 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Industrials · as of Jun 30, 2026

DIVERSIFY WEALTH MANAGEMENT, LLC holds $24,664,879 across 5 Electrical Equipment & Parts names. AEIS ranks #5 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VRT	Vertiv Holdings Co	26,865	$8,994,939
2	HUBB	Hubbell Inc	12,415	$6,495,528
3	NVT	nVent Electric plc	31,130	$5,279,959
4	BE	Bloom Energy Corp	11,831	$3,581,243
5	AEIS	Advanced Energy Industries Inc This page	840	$313,210

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$313,210	840	-18.6%	Shares	Sole	2026-07-30
2026-03-31	$333,036	1,032	—	Shares	Sole	2026-05-01
No filing history on record for this holder in this stock.