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Advanced Energy Industries shares owned by Retirement Wealth Solutions

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

Historical chart of Retirement Wealth Solutions investment in Advanced Energy Industries

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Advanced Energy Industries by Retirement Wealth Solutions

Quarter filed Position value Share count Share price at filing
2026-03-31 $11k 33 322.73
2025-12-31 $7.1k 34 209.38
2025-09-30 $5.1k 30 170.17

More positions owned by Retirement Wealth Solutions

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Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Core Univrsl Usd (IUSB)
Vanguard Bd Index Fds Intermed Term (BIV)

View all positions for Retirement Wealth Solutions

Top funds holding Advanced Energy Industries

BlackRock
Vanguard Group
FMR
Ameriprise Financial
Invesco
State Street Corporation
Earnest Partners
Geode Capital Management
Neuberger Berman Group
Jennifer Ranahan
Dimensional Fund Advisors
Norges Bank Investment Management
Principal Financial Group
Massachusetts Financial Services
Alliancebernstein

View all funds holding Advanced Energy Industries