AWM
PPSI

AAF Wealth Management’s Pioneer Power Solutions PPSI Stock Holding History

AAF Wealth Management’s Portfolio PPSI Stock Details PPSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-44,500
Closed -$184K – 48
2024
Q4 		$184K Buy
+44,500
New +$251K 0.09% 46

Other funds holding PPSI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MHP
Manatuck Hill Partners Westport, Connecticut $302M AUM 117.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AAF Wealth Management's PPSI Position: Q1 2025 in Review

AAF Wealth Management sold out of Pioneer Power Solutions (PPSI) in Q1 2025, closing a stake of 44,500 shares — an estimated $184K sold.

AAF Wealth Management first reported a position in PPSI in Q4 2024 and held it in 1 quarter. The position peaked at $184K in Q4 2024. 20 funds tracked by Wall St. Rank hold PPSI as of Q1 2025.

  • AAF Wealth Management reported no remaining Pioneer Power Solutions position as of Q1 2025 after selling out during the quarter.
  • AAF Wealth Management sold 44,500 Pioneer Power Solutions shares in Q1 2025, an estimated $184K.
  • AAF Wealth Management first reported a position in Pioneer Power Solutions in Q4 2024 and held it in 1 quarter.
  • AAF Wealth Management's Pioneer Power Solutions position peaked at $184K in Q4 2024.
  • 20 funds tracked by Wall St. Rank held Pioneer Power Solutions as of Q1 2025.

Based on AAF Wealth Management's 13F filing for Q1 2025, filed 16 May 2025.