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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Wealth Enhancement Advisory Services's PIPR Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Piper Sandler (PIPR) stake by 4.2% in Q2 2026, buying an estimated $128K and bringing the position to 39,109 shares worth $464K. The position accounts for ﹤0.01% of the portfolio, ranked #2754.

Wealth Enhancement Advisory Services first reported a position in PIPR in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.06M in Q3 2025. 421 funds tracked by Wall St. Rank hold PIPR as of Q2 2026.

  • Wealth Enhancement Advisory Services held 39,109 shares of Piper Sandler worth $464K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 1,575 Piper Sandler shares in Q2 2026, an estimated $128K.
  • Piper Sandler made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2754 holding.
  • Wealth Enhancement Advisory Services first reported a position in Piper Sandler in Q1 2023 and has held it in 14 quarters since.
  • Wealth Enhancement Advisory Services's Piper Sandler position peaked at $4.06M in Q3 2025.
  • 421 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.