AWA
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Arete Wealth Advisors’s Piper Sandler PIPR Stock Holding History

Arete Wealth Advisors’s Portfolio PIPR Stock Details PIPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$453K Buy
1,630
+429
+36% +$119K 0.03% 438
2025
Q1 		$297K Sell
1,201
-49
-4% -$12.1K 0.02% 536
2024
Q4 		$375K Buy
1,250
+146
+13% +$43.8K 0.03% 498
2024
Q3 		$310K Buy
+1,104
New +$310K 0.03% 514