Sandy Spring Bank’s Invesco Pharmaceuticals ETF PJP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$1.49K	Hold	17	–	–	﹤0.01%	1063
2024 Q4	$1.42K	Hold	17	–	–	﹤0.01%	1090
2024 Q3	$1.49K	Hold	17	–	–	﹤0.01%	1059
2024 Q2	$1.41K	Hold	17	–	–	﹤0.01%	1125
2024 Q1	$1.37K	Sell	17 -94	-85%	-$7.28K	﹤0.01%	1086
2023 Q4	$8.45K	Hold	111	–	–	﹤0.01%	845
2023 Q3	$8.03K	Buy	111 +94	+553%	+$7.21K	﹤0.01%	853
2023 Q2	$1.28K	Hold	17	–	–	﹤0.01%	1103
2023 Q1	$1.28K	Hold	17	–	–	﹤0.01%	1053
2022 Q4	$1.32K	Sell	17 -840	-98%	-$64.6K	﹤0.01%	1050
2022 Q3	$61K	Hold	857	–	–	﹤0.01%	481
2022 Q2	$64K	Hold	857	–	–	﹤0.01%	474
2022 Q1	$68K	Hold	857	–	–	﹤0.01%	483
2021 Q4	$69K	Hold	857	–	–	﹤0.01%	506
2021 Q3	$66K	Hold	857	–	–	﹤0.01%	502
2021 Q2	$69K	Hold	857	–	–	﹤0.01%	500
2021 Q1	$67K	Buy	857 +1	+0.1%	+$78	﹤0.01%	475
2020 Q4	$61K	Buy	856 +16	+2%	+$1.07K	﹤0.01%	456
2020 Q3	$54K	Hold	840	–	–	﹤0.01%	449
2020 Q2	$54K	Hold	840	–	–	﹤0.01%	450
2020 Q1	$46K	Hold	840	–	–	﹤0.01%	453
2019 Q4	$54K	Hold	840	–	–	﹤0.01%	464
2019 Q3	$48K	Hold	840	–	–	﹤0.01%	481
2019 Q2	$51K	Sell	840 -200	-19%	-$12.3K	﹤0.01%	458
2019 Q1	$68K	Hold	1,040	–	–	0.01%	404
2018 Q4	$65K	Hold	1,040	–	–	0.01%	412
2018 Q3	$76K	Sell	1,040 -200	-16%	-$14.4K	0.01%	406
2018 Q2	$83K	Hold	1,240	–	–	0.01%	405
2018 Q1	$77K	Buy	1,240 +1,040	+520%	+$68.5K	0.01%	411
2017 Q4	$13K	Hold	200	–	–	﹤0.01%	649
2017 Q3	$13K	Sell	200 -200	-50%	-$12.6K	﹤0.01%	633
2017 Q2	$25K	Hold	400	–	–	﹤0.01%	551
2017 Q1	$24K	Hold	400	–	–	﹤0.01%	562
2016 Q4	$22K	Hold	400	–	–	﹤0.01%	560
2016 Q3	$25K	Hold	400	–	–	﹤0.01%	531
2016 Q2	$25K	Buy	+400	New	+$25.2K	﹤0.01%	540

Other funds holding PJP

PAM

Peak Asset Management Louisville, Colorado $567M AUM 16.44% 1-Year Est. Return

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

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

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

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

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

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

MWM

MGB Wealth Management Addison, Texas $350M AUM 42.75% 1-Year Est. Return

JGCM

Joseph Group Capital Management Columbus, Ohio $400M AUM 18.42% 1-Year Est. Return

DBIA

Dumont & Blake Investment Advisors Princeton, New Jersey $400M AUM 21.87% 1-Year Est. Return

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

Sandy Spring Bank held its Invesco Pharmaceuticals ETF (PJP) position steady in Q1 2025 at 17 shares worth $1.49K. The position accounts for ﹤0.01% of the portfolio, ranked #1063.

Sandy Spring Bank first reported a position in PJP in Q2 2016 and has held it in 36 quarters since. The position peaked at $83K in Q2 2018. 96 funds tracked by Wall St. Rank hold PJP as of Q1 2025.

Sandy Spring Bank held 17 shares of Invesco Pharmaceuticals ETF worth $1.49K as of Q1 2025.
Sandy Spring Bank left its Invesco Pharmaceuticals ETF share count unchanged in Q1 2025.
Invesco Pharmaceuticals ETF made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #1063 holding.
Sandy Spring Bank first reported a position in Invesco Pharmaceuticals ETF in Q2 2016 and has held it in 36 quarters since.
Sandy Spring Bank's Invesco Pharmaceuticals ETF position peaked at $83K in Q2 2018.
96 funds tracked by Wall St. Rank held Invesco Pharmaceuticals ETF as of Q1 2025.

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