Sandy Spring Bank’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-459	Closed	-$44K	–	1136
2021 Q4	$44K	Hold	459	–	–	﹤0.01%	599
2021 Q3	$41K	Hold	459	–	–	﹤0.01%	599
2021 Q2	$41K	Hold	459	–	–	﹤0.01%	617
2021 Q1	$39K	Buy	+459	New	+$36.5K	﹤0.01%	556

Other funds holding CZA

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $982M AUM 15.11% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

PSF

Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 1-Year Est. Return

Sandy Spring Bank's CZA Position: Q1 2022 in Review

Sandy Spring Bank sold out of Invesco Zacks Mid-Cap ETF (CZA) in Q1 2022, closing a stake of 459 shares — an estimated $44K sold.

Sandy Spring Bank first reported a position in CZA in Q1 2021 and held it in 4 quarters. The position peaked at $44K in Q4 2021. 60 funds tracked by Wall St. Rank hold CZA as of Q1 2022.

Sandy Spring Bank reported no remaining Invesco Zacks Mid-Cap ETF position as of Q1 2022 after selling out during the quarter.
Sandy Spring Bank sold 459 Invesco Zacks Mid-Cap ETF shares in Q1 2022, an estimated $44K.
Sandy Spring Bank first reported a position in Invesco Zacks Mid-Cap ETF in Q1 2021 and held it in 4 quarters.
Sandy Spring Bank's Invesco Zacks Mid-Cap ETF position peaked at $44K in Q4 2021.
60 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q1 2022.

Based on Sandy Spring Bank's 13F filing for Q1 2022, filed 3 May 2022.