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Advanced Energy Industries shares owned by IAM Advisory

Quarter-by-quarter ownership of Advanced Energy Industries (AEIS) shares owned by IAM Advisory from 13F filings

Historical chart of IAM Advisory investment in Advanced Energy Industries

Tip: Access up to 7 years of quarterly data

All positions including Advanced Energy Industries held by IAM Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Advanced Energy Industries by IAM Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.1M 5.1k 209.37

More positions owned by IAM Advisory

Capital Group Dividend Value Shs Creation Uni (CGDV)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Proshares Tr S&p 500 Dv Arist (NOBL)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Capital Group Growth Etf Shs Creation Uni (CGGR)
American Centy Etf Tr Us Quality Grow (QGRO)
Capital Grp Fixed Incm Etf T Short Duration (CGSD)
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)
Vaneck Etf Trust Semiconductr Etf (SMH)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
Broadcom (AVGO)
Apple (AAPL)
Eli Lilly & Co. (LLY)

View all positions for IAM Advisory

Top funds holding Advanced Energy Industries

BlackRock
Vanguard Group
FMR
Ameriprise Financial
State Street Corporation
Invesco
Earnest Partners
Neuberger Berman Group
Geode Capital Management
Dimensional Fund Advisors
Massachusetts Financial Services
Jennifer Ranahan
Principal Financial Group
Loomis, Sayles and
Charles Schwab Investment Management

View all funds holding Advanced Energy Industries