Retirement Wealth Solutions LLC
PensionPosition in AEIS — Advanced Energy Industries Inc
CIK 2044741
MARSHFIELD, WI
Position in AEIS
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$11,558
+$909 QoQ
Shares Held
31
-6.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#616
of 677 holders
Holding Since
Sep 2025
4 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, 2026Retirement Wealth Solutions LLC holds $53,423 across 4 Electrical Equipment & Parts names. AEIS ranks #3 (21.6% of the industry book) .
All Filings in AEIS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,558 | 31 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $10,649 | 33 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $7,118 | 34 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $5,104 | 30 | Shares | Sole | 2025-10-08 | |
| No filing history on record for this holder in this stock. | ||||||