Sandy Spring Bank’s Invesco Total Return Bond ETF GTO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-52	Closed	-$2.41K	–	1260
2024 Q4	$2.41K	Hold	52	–	–	﹤0.01%	1043
2024 Q3	$2.51K	Hold	52	–	–	﹤0.01%	1019
2024 Q2	$2.41K	Hold	52	–	–	﹤0.01%	1078
2024 Q1	$2.44K	Hold	52	–	–	﹤0.01%	1030
2023 Q4	$2.46K	Hold	52	–	–	﹤0.01%	996
2023 Q3	$2.32K	Buy	+52	New	+$2.38K	﹤0.01%	1014

Other funds holding GTO

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Tidemark San Diego, California $393M AUM 16.18% 1-Year Est. Return

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

Sandy Spring Bank sold out of Invesco Total Return Bond ETF (GTO) in Q1 2025, closing a stake of 52 shares — an estimated $2.41K sold.

Sandy Spring Bank first reported a position in GTO in Q3 2023 and held it in 6 quarters. The position peaked at $2.51K in Q3 2024. 193 funds tracked by Wall St. Rank hold GTO as of Q1 2025.

Sandy Spring Bank reported no remaining Invesco Total Return Bond ETF position as of Q1 2025 after selling out during the quarter.
Sandy Spring Bank sold 52 Invesco Total Return Bond ETF shares in Q1 2025, an estimated $2.41K.
Sandy Spring Bank first reported a position in Invesco Total Return Bond ETF in Q3 2023 and held it in 6 quarters.
Sandy Spring Bank's Invesco Total Return Bond ETF position peaked at $2.51K in Q3 2024.
193 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q1 2025.

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