JFS Wealth Advisors’s Piper Sandler PIPR Stock Holding History

JFS 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 Q2	$7.67K	Buy	+106	New	+$8.6K	﹤0.01%	1120
2026 Q1	–	Sell	-88	Closed	-$7.47K	–	1935
2025 Q4	$7.47K	Buy	88 +16	+22%	+$1.35K	﹤0.01%	1086
2025 Q3	$6.25K	Hold	72	–	–	﹤0.01%	1041
2025 Q2	$5K	Sell	72 -4	-5%	-$249	﹤0.01%	1091
2025 Q1	$4.71K	Hold	76	–	–	﹤0.01%	1145
2024 Q4	$5.7K	Hold	76	–	–	﹤0.01%	1080
2024 Q3	$5.39K	Buy	76 +4	+6%	+$262	﹤0.01%	1090
2024 Q2	$4.14K	Hold	72	–	–	﹤0.01%	1137
2024 Q1	$3.57K	Hold	72	–	–	﹤0.01%	1233
2023 Q4	$3.15K	Hold	72	–	–	﹤0.01%	1239
2023 Q3	$2.62K	Hold	72	–	–	﹤0.01%	1256
2023 Q2	$2.33K	Sell	72 -4	-5%	-$132	﹤0.01%	1327
2023 Q1	$2.63K	Buy	76 +8	+12%	+$285	﹤0.01%	1261
2022 Q4	$2.21K	Hold	68	–	–	﹤0.01%	1336
2022 Q3	$2K	Buy	68 +52	+325%	+$1.51K	﹤0.01%	1372
2022 Q2	$0	Sell	16 -12	-43%	-$363	﹤0.01%	1888
2022 Q1	$1K	Hold	28	–	–	﹤0.01%	1704
2021 Q4	$1K	Buy	+28	New	+$1.19K	﹤0.01%	1508

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