Wealth Enhancement Advisory Services
PIPR icon

Wealth Enhancement Advisory Services’s Piper Sandler PIPR Stock Holding History

Wealth Enhancement Advisory Services’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
Q3 		$565K Sell
38,989
-120
-0.3% -$8.94K ﹤0.01% 2689
2026
Q2 		$464K Buy
39,109
+1,575
+4% +$128K ﹤0.01% 2754
2026
Q1 		$289K Sell
37,534
-5,974
-14% -$490K ﹤0.01% 2817
2025
Q4 		$4.01M Sell
43,508
-4,268
-9% -$360K 0.01% 1130
2025
Q3 		$4.06M Buy
47,776
+168
+0.4% +$13.7K 0.01% 1051
2025
Q2 		$3.49M Buy
47,608
+640
+1% +$39.9K 0.01% 1071
2025
Q1 		$2.91M Buy
46,968
+4,996
+12% +$358K 0.01% 1053
2024
Q4 		$3.15M Sell
41,972
-7,596
-15% -$591K 0.01% 976
2024
Q3 		$3.52M Sell
49,568
-5,844
-11% -$382K 0.01% 842
2024
Q2 		$3.19M Sell
55,412
-4
-0% -$205 0.01% 827
2024
Q1 		$2.75M Sell
55,416
-64
-0.1% -$2.92K 0.01% 830
2023
Q4 		$2.43M Sell
55,480
-984
-2% -$37.4K 0.01% 847
2023
Q3 		$2.05M Buy
56,464
+1,520
+3% +$54.9K 0.01% 852
2023
Q2 		$1.78M Hold
54,944
– – 0.02% 211
2023
Q1 		$1.9M Buy
+54,944
New +$1.96M 0.02% 231

Other funds holding PIPR

NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Wealth Enhancement Advisory Services's PIPR Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its Piper Sandler (PIPR) stake by 0.31% in Q3 2026, selling an estimated $8.94K and leaving 38,989 shares worth $565K. The position accounts for ﹤0.01% of the portfolio, ranked #2689.

Wealth Enhancement Advisory Services first reported a position in PIPR in Q1 2023 and has held it in 15 quarters since. The position peaked at $4.06M in Q3 2025. 21 funds tracked by Wall St. Rank hold PIPR as of Q3 2026.

  • Wealth Enhancement Advisory Services held 38,989 shares of Piper Sandler worth $565K as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 120 Piper Sandler shares in Q3 2026, an estimated $8.94K.
  • Piper Sandler made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2689 holding.
  • Wealth Enhancement Advisory Services first reported a position in Piper Sandler in Q1 2023 and has held it in 15 quarters since.
  • Wealth Enhancement Advisory Services's Piper Sandler position peaked at $4.06M in Q3 2025.
  • 21 funds tracked by Wall St. Rank held Piper Sandler as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.