Sandy Spring Bank’s Invesco Bloomberg Pricing Power ETF POWA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-901	Closed	-$54K	–	1199
2022 Q3	$54K	Hold	901	–	–	﹤0.01%	504
2022 Q2	$57K	Hold	901	–	–	﹤0.01%	492
2022 Q1	$63K	Hold	901	–	–	﹤0.01%	503
2021 Q4	$66K	Hold	901	–	–	﹤0.01%	520
2021 Q3	$60K	Hold	901	–	–	﹤0.01%	520
2021 Q2	$59K	Hold	901	–	–	﹤0.01%	533
2021 Q1	$55K	Buy	+901	New	+$53.5K	﹤0.01%	498

Other funds holding POWA

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

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return

1900 Wealth Management San Antonio, Texas $1.56B AUM 14.13% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Commonwealth Equity Services

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