Sandy Spring Bank’s Invesco BuyBack Achievers ETF PKW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$173K	Hold	1,534	–	–	0.01%	382
2024 Q4	$177K	Hold	1,534	–	–	0.01%	389
2024 Q3	$176K	Hold	1,534	–	–	0.01%	393
2024 Q2	$159K	Hold	1,534	–	–	0.01%	391
2024 Q1	$166K	Hold	1,534	–	–	0.01%	391
2023 Q4	$152K	Hold	1,534	–	–	0.01%	395
2023 Q3	$138K	Hold	1,534	–	–	0.01%	391
2023 Q2	$137K	Hold	1,534	–	–	0.01%	404
2023 Q1	$130K	Hold	1,534	–	–	0.01%	392
2022 Q4	$131K	Hold	1,534	–	–	0.01%	386
2022 Q3	$114K	Hold	1,534	–	–	0.01%	390
2022 Q2	$119K	Hold	1,534	–	–	0.01%	383
2022 Q1	$139K	Hold	1,534	–	–	0.01%	383
2021 Q4	$148K	Hold	1,534	–	–	0.01%	377
2021 Q3	$138K	Hold	1,534	–	–	0.01%	373
2021 Q2	$138K	Hold	1,534	–	–	0.01%	373
2021 Q1	$129K	Hold	1,534	–	–	0.01%	368
2020 Q4	$113K	Hold	1,534	–	–	0.01%	369
2020 Q3	$92K	Hold	1,534	–	–	0.01%	380
2020 Q2	$88K	Hold	1,534	–	–	0.01%	376
2020 Q1	$74K	Hold	1,534	–	–	0.01%	382
2019 Q4	$106K	Hold	1,534	–	–	0.01%	362
2019 Q3	$96K	Hold	1,534	–	–	0.01%	384
2019 Q2	$96K	Hold	1,534	–	–	0.01%	374
2019 Q1	$91K	Hold	1,534	–	–	0.01%	376
2018 Q4	$80K	Hold	1,534	–	–	0.01%	388
2018 Q3	$94K	Hold	1,534	–	–	0.01%	383
2018 Q2	$87K	Hold	1,534	–	–	0.01%	396
2018 Q1	$87K	Hold	1,534	–	–	0.01%	392
2017 Q4	$91K	Hold	1,534	–	–	0.01%	356
2017 Q3	$85K	Hold	1,534	–	–	0.01%	364
2017 Q2	$82K	Hold	1,534	–	–	0.01%	383
2017 Q1	$80K	Buy	+1,534	New	+$79.3K	0.01%	380

Other funds holding PKW

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

PWSG

Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

CAG

Curtis Advisory Group Santa Barbara, California $515M AUM 19.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Sandy Spring Bank held its Invesco BuyBack Achievers ETF (PKW) position steady in Q1 2025 at 1,534 shares worth $173K. The position accounts for 0.01% of the portfolio, ranked #382.

Sandy Spring Bank first reported a position in PKW in Q1 2017 and has held it in 33 quarters since. The position peaked at $177K in Q4 2024. 214 funds tracked by Wall St. Rank hold PKW as of Q1 2025.

Sandy Spring Bank held 1,534 shares of Invesco BuyBack Achievers ETF worth $173K as of Q1 2025.
Sandy Spring Bank left its Invesco BuyBack Achievers ETF share count unchanged in Q1 2025.
Invesco BuyBack Achievers ETF made up 0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #382 holding.
Sandy Spring Bank first reported a position in Invesco BuyBack Achievers ETF in Q1 2017 and has held it in 33 quarters since.
Sandy Spring Bank's Invesco BuyBack Achievers ETF position peaked at $177K in Q4 2024.
214 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q1 2025.

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