Sandy Spring Bank’s Invesco Bloomberg MVP Multi-factor ETF BMVP Stock Holding History

Sandy Spring Bank’s Portfolio BMVP Stock Details BMVP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$38.8K	Hold	813	–	–	﹤0.01%	621
2024 Q4	$38.1K	Hold	813	–	–	﹤0.01%	632
2024 Q3	$39.3K	Hold	813	–	–	﹤0.01%	634
2024 Q2	$35.8K	Hold	813	–	–	﹤0.01%	652
2024 Q1	$37K	Hold	813	–	–	﹤0.01%	636
2023 Q4	$33K	Hold	813	–	–	﹤0.01%	638
2023 Q3	$29.9K	Hold	813	–	–	﹤0.01%	636
2023 Q2	$31.5K	Hold	813	–	–	﹤0.01%	633
2023 Q1	$29.9K	Hold	813	–	–	﹤0.01%	626
2022 Q4	$28.2K	Hold	813	–	–	﹤0.01%	633
2022 Q3	$26K	Hold	813	–	–	﹤0.01%	626
2022 Q2	$26K	Buy	+813	New	+$28.2K	﹤0.01%	644

Other funds holding BMVP

RHP

Royal Harbor Partners Houston, Texas $323M AUM 14.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IFWM

Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Sandy Spring Bank's BMVP Position: Q1 2025 in Review

Sandy Spring Bank held its Invesco Bloomberg MVP Multi-factor ETF (BMVP) position steady in Q1 2025 at 813 shares worth $38.8K. The position accounts for ﹤0.01% of the portfolio, ranked #621.

Sandy Spring Bank first reported a position in BMVP in Q2 2022 and has held it in 12 quarters since. The position peaked at $39.3K in Q3 2024. 44 funds tracked by Wall St. Rank hold BMVP as of Q1 2025.

Sandy Spring Bank held 813 shares of Invesco Bloomberg MVP Multi-factor ETF worth $38.8K as of Q1 2025.
Sandy Spring Bank left its Invesco Bloomberg MVP Multi-factor ETF share count unchanged in Q1 2025.
Invesco Bloomberg MVP Multi-factor ETF made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #621 holding.
Sandy Spring Bank first reported a position in Invesco Bloomberg MVP Multi-factor ETF in Q2 2022 and has held it in 12 quarters since.
Sandy Spring Bank's Invesco Bloomberg MVP Multi-factor ETF position peaked at $39.3K in Q3 2024.
44 funds tracked by Wall St. Rank held Invesco Bloomberg MVP Multi-factor ETF as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.