Pacific Excel Wealth Advisors, Inc.
Position in AEIS — Advanced Energy Industries Inc
CIK 2110884
WALNUT CREEK, CA
Position in AEIS
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$361,683
New position
Shares Held
970
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#467
of 677 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Pacific Excel Wealth Advisors, Inc. holds $851,594 across 3 Electrical Equipment & Parts names. AEIS ranks #1 (42.5% of the industry book) .
All Filings in AEIS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $361,683 | 970 | Shares | Sole | 2026-07-06 | |
| No filing history on record for this holder in this stock. | ||||||