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Advanced Energy Industries shares owned by Twelve Points Wealth Management

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

Historical chart of Twelve Points Wealth Management investment in Advanced Energy Industries

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All positions including Advanced Energy Industries held by Twelve Points 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 Twelve Points Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $319k 989 322.71
2025-12-31 $227k 1.0k 219.59

More positions owned by Twelve Points Wealth Management

Spdr Series Trust State Street Spd (BIL)
Vaneck Etf Trust Ig Floating Rate (FLTR)
Ishares Tr Global 100 Etf (IOO)
Asa Gold And Precious Mtls L SHS (ASA)
Ssga Active Etf Tr State Street Bla (SRLN)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Core Div Grwth (DGRO)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Ishares Tr Trust Ishare 0-1 (SHV)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Ishares U S Etf Tr Int Rt Hdg C B (LQDH)
Ishares Silver Tr Ishares (SLV)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)

View all positions for Twelve Points Wealth Management

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