Sandy Spring Bank’s Invesco International Dividend Achievers ETF PID Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$522K	Hold	27,382	–	–	0.02%	277
2024 Q4	$501K	Hold	27,382	–	–	0.02%	284
2024 Q3	$542K	Hold	27,382	–	–	0.02%	280
2024 Q2	$491K	Sell	27,382 -8,000	-23%	-$145K	0.02%	284
2024 Q1	$656K	Hold	35,382	–	–	0.03%	262
2023 Q4	$653K	Buy	+35,382	New	+$606K	0.03%	258
2015 Q3	–	Sell	-1,400	Closed	-$24K	–	998
2015 Q2	$24K	Hold	1,400	–	–	﹤0.01%	563
2015 Q1	$24K	Hold	1,400	–	–	﹤0.01%	562
2014 Q4	$25K	Hold	1,400	–	–	﹤0.01%	505
2014 Q3	$26K	Hold	1,400	–	–	﹤0.01%	498
2014 Q2	$27K	Buy	+1,400	New	+$26.3K	﹤0.01%	502

Other funds holding PID

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

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

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

KCM

Kaye Capital Management El Segundo, California $260M AUM 11.55% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Sandy Spring Bank held its Invesco International Dividend Achievers ETF (PID) position steady in Q1 2025 at 27,382 shares worth $522K. The position accounts for 0.02% of the portfolio, ranked #277.

Sandy Spring Bank first reported a position in PID in Q2 2014 and has held it in 11 quarters since. The position peaked at $656K in Q1 2024. 152 funds tracked by Wall St. Rank hold PID as of Q1 2025.

Sandy Spring Bank held 27,382 shares of Invesco International Dividend Achievers ETF worth $522K as of Q1 2025.
Sandy Spring Bank left its Invesco International Dividend Achievers ETF share count unchanged in Q1 2025.
Invesco International Dividend Achievers ETF made up 0.02% of Sandy Spring Bank's portfolio in Q1 2025, its #277 holding.
Sandy Spring Bank first reported a position in Invesco International Dividend Achievers ETF in Q2 2014 and has held it in 11 quarters since.
Sandy Spring Bank's Invesco International Dividend Achievers ETF position peaked at $656K in Q1 2024.
152 funds tracked by Wall St. Rank held Invesco International Dividend Achievers ETF as of Q1 2025.

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