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Advanced Energy Industries shares owned by Clear Wave Wealth Management

Quarter-by-quarter ownership of Advanced Energy Industries (AEIS) shares owned by Clear Wave Wealth Management from 13F filings

Historical chart of Clear Wave Wealth Management investment in Advanced Energy Industries

Tip: Access up to 7 years of quarterly data

All positions including Advanced Energy Industries held by Clear Wave Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Advanced Energy Industries by Clear Wave Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $219k 588 372.87

More positions owned by Clear Wave Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Jpmorgan Chase & Co Call Put Option
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Alphabet Call Put Option
Ishares Tr Core 1 5 Yr Usd (ISTB)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr 1 3 Yr Treas Bd (SHY)
NVIDIA Corporation (NVDA)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Msci Usa Min Etf (USMV)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Msci Usa Qlt Fct (QUAL)

View all positions for Clear Wave Wealth Management

Top funds holding Advanced Energy Industries

BlackRock
Vanguard Portfolio Management
Vanguard Capital Management
Ameriprise Financial
State Street Corporation
FMR
Invesco
Jane Street
Bank of America Corporation
Earnest Partners
Geode Capital Management
Franklin Resources
Dimensional Fund Advisors
D. E. Shaw & Co
Jennifer Ranahan

View all funds holding Advanced Energy Industries