Cedar Mountain Advisors’s Piper Sandler PIPR Stock Holding History

Cedar Mountain 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 Q2	$18.5K	Hold	256	–	–	﹤0.01%	362
2026 Q1	$19.6K	Buy	256 +220	+611%	+$18.1K	﹤0.01%	300
2025 Q4	$3.06K	Hold	36	–	–	﹤0.01%	358
2025 Q3	$3.12K	Buy	36 +24	+200%	+$1.96K	﹤0.01%	378
2025 Q2	$834	Hold	12	–	–	﹤0.01%	328
2025 Q1	$743	Hold	12	–	–	﹤0.01%	317
2024 Q4	$900	Hold	12	–	–	﹤0.01%	341
2024 Q3	$851	Hold	12	–	–	﹤0.01%	307
2024 Q2	$691	Hold	12	–	–	﹤0.01%	309
2024 Q1	$595	Hold	12	–	–	﹤0.01%	321
2023 Q4	$525	Hold	12	–	–	﹤0.01%	305
2023 Q3	$436	Hold	12	–	–	﹤0.01%	293
2023 Q2	$388	Buy	+12	New	+$396	﹤0.01%	282
2022 Q3	–	Sell	-36	Closed	-$1K	–	326
2022 Q2	$1K	Hold	36	–	–	﹤0.01%	285
2022 Q1	$1K	Hold	36	–	–	﹤0.01%	294
2021 Q4	$2K	Hold	36	–	–	﹤0.01%	277
2021 Q3	$1K	Hold	36	–	–	﹤0.01%	289
2021 Q2	$1K	Hold	36	–	–	﹤0.01%	260
2021 Q1	$1K	Hold	36	–	–	﹤0.01%	264
2020 Q4	$1K	Hold	36	–	–	﹤0.01%	255
2020 Q3	$1K	Hold	36	–	–	﹤0.01%	239
2020 Q2	$1K	Hold	36	–	–	﹤0.01%	235
2020 Q1	$0	Hold	36	–	–	﹤0.01%	270
2019 Q4	$1K	Buy	+36	New	+$697	﹤0.01%	233

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