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 $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

BWM

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

CWM

Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

1WM

1900 Wealth Management San Antonio, Texas $1.8B AUM 19.39% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Sandy Spring Bank's POWA Position: Q4 2022 in Review

Sandy Spring Bank sold out of Invesco Bloomberg Pricing Power ETF (POWA) in Q4 2022, closing a stake of 901 shares — an estimated $54K sold.

Sandy Spring Bank first reported a position in POWA in Q1 2021 and held it in 7 quarters. The position peaked at $66K in Q4 2021. 84 funds tracked by Wall St. Rank hold POWA as of Q4 2022.

Sandy Spring Bank reported no remaining Invesco Bloomberg Pricing Power ETF position as of Q4 2022 after selling out during the quarter.
Sandy Spring Bank sold 901 Invesco Bloomberg Pricing Power ETF shares in Q4 2022, an estimated $54K.
Sandy Spring Bank first reported a position in Invesco Bloomberg Pricing Power ETF in Q1 2021 and held it in 7 quarters.
Sandy Spring Bank's Invesco Bloomberg Pricing Power ETF position peaked at $66K in Q4 2021.
84 funds tracked by Wall St. Rank held Invesco Bloomberg Pricing Power ETF as of Q4 2022.

Based on Sandy Spring Bank's 13F filing for Q4 2022, filed 10 Feb 2023.