Abound Wealth Management’s Piper Sandler PIPR Stock Holding History

Abound Wealth Management’s Portfolio PIPR Stock Details PIPR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-8	Closed	-$579	–	1517
2026 Q1	$579	Hold	8	–	–	﹤0.01%	1044
2025 Q4	$643	Buy	8 +4	+100%	+$338	﹤0.01%	935
2025 Q3	$347	Hold	4	–	–	﹤0.01%	977
2025 Q2	$278	Hold	4	–	–	﹤0.01%	939
2025 Q1	$248	Hold	4	–	–	﹤0.01%	919
2024 Q4	$300	Hold	4	–	–	﹤0.01%	895
2024 Q3	$284	Sell	4 -4	-50%	-$262	﹤0.01%	992
2024 Q2	$461	Hold	8	–	–	﹤0.01%	849
2024 Q1	$397	Hold	8	–	–	﹤0.01%	1001
2023 Q4	$350	Hold	8	–	–	﹤0.01%	1089
2023 Q3	$291	Hold	8	–	–	﹤0.01%	1021
2023 Q2	$259	Buy	+8	New	+$264	﹤0.01%	1109

Other funds holding PIPR

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Oliver Luxxe Assets Gladstone, New Jersey $679M AUM 47.51% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

MJT & Associates Financial Advisory Monteviceo, Minnesota $151M AUM 22.54% 1-Year Est. Return