Marquette Asset Management’s Piper Sandler PIPR Stock Holding History

Marquette Asset 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	$6.37K	Hold	88	–	–	﹤0.01%	393
2026 Q1	$6.74K	Buy	+88	New	+$7.22K	﹤0.01%	303
2022 Q4	–	Sell	-12	Closed	–	–	261
2022 Q3	$0	Hold	12	–	–	﹤0.01%	353
2022 Q2	$0	Hold	12	–	–	﹤0.01%	399
2022 Q1	$0	Hold	12	–	–	﹤0.01%	383
2021 Q4	$1K	Hold	12	–	–	﹤0.01%	259
2021 Q3	$0	Hold	12	–	–	﹤0.01%	265
2021 Q2	$0	Sell	12 -12	-50%	-$368	﹤0.01%	248
2021 Q1	$1K	Buy	+24	New	+$636	﹤0.01%	235

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