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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-7,316	Closed	-$621K	–	623
2025 Q4	$621K	Buy	7,316 +772	+12%	+$65.2K	0.04%	381
2025 Q3	$568K	Buy	6,544 +24	+0.4%	+$1.96K	0.04%	398
2025 Q2	$453K	Buy	6,520 +1,716	+36%	+$107K	0.03%	438
2025 Q1	$297K	Sell	4,804 -196	-4%	-$14K	0.02%	536
2024 Q4	$375K	Buy	5,000 +584	+13%	+$45.4K	0.03%	498
2024 Q3	$310K	Buy	+4,416	New	+$289K	0.03%	514

Other funds holding PIPR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

Arete Wealth Advisors's PIPR Position: Q1 2026 in Review

Arete Wealth Advisors sold out of Piper Sandler (PIPR) in Q1 2026, closing a stake of 7,316 shares — an estimated $621K sold.

Arete Wealth Advisors first reported a position in PIPR in Q3 2024 and held it in 6 quarters. The position peaked at $621K in Q4 2025. 392 funds tracked by Wall St. Rank hold PIPR as of Q1 2026.

Arete Wealth Advisors reported no remaining Piper Sandler position as of Q1 2026 after selling out during the quarter.
Arete Wealth Advisors sold 7,316 Piper Sandler shares in Q1 2026, an estimated $621K.
Arete Wealth Advisors first reported a position in Piper Sandler in Q3 2024 and held it in 6 quarters.
Arete Wealth Advisors's Piper Sandler position peaked at $621K in Q4 2025.
392 funds tracked by Wall St. Rank held Piper Sandler as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.