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RAFFA WEALTH MANAGEMENT, LLC’s Advanced Energy AEIS Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’s Portfolio AEIS Stock Details AEIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.61K Buy
7
+6
+600% +$2.1K ﹤0.01% 757
2026
Q1 		$323 Buy
+1
New +$290 ﹤0.01% 1112
2025
Q4 		– Sell
-5
Closed -$851 – 1164
2025
Q3 		$851 Buy
+5
New +$753 ﹤0.01% 932
2024
Q3 		– Sell
-203
Closed -$22.1K – 1086
2024
Q2 		$22.1K Hold
203
– – 0.01% 302
2024
Q1 		$20.7K Buy
+203
New +$20.7K 0.01% 307
2017
Q3 		– Sell
-20
Closed -$1.29K – 280
2017
Q2 		$1.29K Hold
20
– – ﹤0.01% 329
2017
Q1 		$1.37K Sell
20
-12
-38% -$741 ﹤0.01% 298
2016
Q4 		$1.75K Sell
32
-4
-11% -$205 ﹤0.01% 302
2016
Q3 		$1.7K Hold
36
– – ﹤0.01% 300
2016
Q2 		$1.37K Buy
36
+17
+89% +$608 ﹤0.01% 326
2016
Q1 		$661 Hold
19
– – ﹤0.01% 555
2015
Q4 		$536 Hold
19
– – ﹤0.01% 662
2015
Q3 		$500 Hold
19
– – ﹤0.01% 674
2015
Q2 		$522 Hold
19
– – ﹤0.01% 692
2015
Q1 		$488 Buy
+19
New +$483 ﹤0.01% 725

Other funds holding AEIS

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's AEIS Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its Advanced Energy (AEIS) stake by 600% in Q2 2026, buying an estimated $2.1K and bringing the position to 7 shares worth $2.61K. The position accounts for ﹤0.01% of the portfolio, ranked #757.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in AEIS in Q1 2015 and has held it in 15 quarters since. The position peaked at $22.1K in Q2 2024. 155 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 7 shares of Advanced Energy worth $2.61K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC bought 6 Advanced Energy shares in Q2 2026, an estimated $2.1K.
  • Advanced Energy made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #757 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Advanced Energy in Q1 2015 and has held it in 15 quarters since.
  • RAFFA WEALTH MANAGEMENT, LLC's Advanced Energy position peaked at $22.1K in Q2 2024.
  • 155 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.