Morris Retirement Advisors »

Advanced Energy Industries shares owned by Morris Retirement Advisors

Quarter-by-quarter ownership of Advanced Energy Industries (AEIS) shares owned by Morris Retirement Advisors from 13F filings

Historical chart of Morris Retirement Advisors investment in Advanced Energy Industries

Tip: Access up to 7 years of quarterly data

All positions including Advanced Energy Industries held by Morris Retirement Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Advanced Energy Industries by Morris Retirement Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $674k 1.8k 372.87

More positions owned by Morris Retirement Advisors

Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Invesco Exchange Traded Fd T Dj Indl Avg Dv (DJD)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Pimco Etf Tr Active Bd Etf (BOND)
Ssga Active Etf Tr St Str Bl Ln Etf (SRLN)
Ishares Msci Sth Kor Etf (EWY)
Ishares Tr Us Aer Def Etf (ITA)
Direxion Shares Etf Trust Nasdaq 100 Eq Wt (QQQE)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust St Str Sp Bank (KBE)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Ishares Tr MRGSTR SM CP GR (ISCG)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Vaneck Etf Trust Junior Gold Mine (GDXJ)

View all positions for Morris Retirement Advisors

Top funds holding Advanced Energy Industries

BlackRock
Vanguard Portfolio Management
Invesco
Vanguard Capital Management
FMR
State Street Corporation
Ameriprise Financial
Earnest Partners
Geode Capital Management
Bank of America Corporation
Whale Rock Capital Management
Dimensional Fund Advisors
Jennifer Ranahan
Neuberger Berman Group
Franklin Resources

View all funds holding Advanced Energy Industries