IMA Wealth, Inc.

SEC CIK: 0001455495
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

AEIS holding history

Advanced Energy Industries Inc in every 13F filed by IMA Wealth, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AEIS overview All 13F holders of AEIS Full Q2 2026 holdings

Shares (Q2 2026): 0; Sold out in Q2 2026
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q4 2025

Holdings of AEIS by IMA Wealth, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	0	$0	0.0%	−12−100.0%	Sold out	Holders
Q1 2026	12	$3.87K	<0.1%	−10−45.5%	Reduced	Holders
Q4 2025	22	$4.61K	<0.1%	+22	New	Holders