Sandy Spring Bank’s Invesco Aerospace & Defense ETF PPA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$45.8K	Buy	393 +42	+12%	+$4.94K	﹤0.01%	592
2024 Q4	$40.2K	Sell	351 -149	-30%	-$17.6K	﹤0.01%	620
2024 Q3	$57.5K	Hold	500	–	–	﹤0.01%	561
2024 Q2	$51.4K	Hold	500	–	–	﹤0.01%	579
2024 Q1	$50.8K	Hold	500	–	–	﹤0.01%	570
2023 Q4	$46.1K	Sell	500 -50	-9%	-$4.28K	﹤0.01%	581
2023 Q3	$43.9K	Hold	550	–	–	﹤0.01%	563
2023 Q2	$46.5K	Hold	550	–	–	﹤0.01%	560
2023 Q1	$44.3K	Buy	550 +75	+16%	+$5.98K	﹤0.01%	552
2022 Q4	$37.2K	Buy	475 +75	+19%	+$5.65K	﹤0.01%	582
2022 Q3	$26K	Hold	400	–	–	﹤0.01%	633
2022 Q2	$28K	Hold	400	–	–	﹤0.01%	633
2022 Q1	$31K	Hold	400	–	–	﹤0.01%	639
2021 Q4	$29K	Hold	400	–	–	﹤0.01%	685
2021 Q3	$29K	Hold	400	–	–	﹤0.01%	681
2021 Q2	$30K	Hold	400	–	–	﹤0.01%	688
2021 Q1	$29K	Hold	400	–	–	﹤0.01%	609
2020 Q4	$27K	Hold	400	–	–	﹤0.01%	593
2020 Q3	$22K	Hold	400	–	–	﹤0.01%	587
2020 Q2	$22K	Hold	400	–	–	﹤0.01%	591
2020 Q1	$20K	Hold	400	–	–	﹤0.01%	580
2019 Q4	$27K	Hold	400	–	–	﹤0.01%	562
2019 Q3	$27K	Hold	400	–	–	﹤0.01%	568
2019 Q2	$26K	Hold	400	–	–	﹤0.01%	568
2019 Q1	$23K	Hold	400	–	–	﹤0.01%	560
2018 Q4	$20K	Hold	400	–	–	﹤0.01%	569
2018 Q3	$25K	Hold	400	–	–	﹤0.01%	561
2018 Q2	$22K	Sell	400 -198	-33%	-$11.2K	﹤0.01%	571
2018 Q1	$34K	Hold	598	–	–	﹤0.01%	524
2017 Q4	$32K	Buy	598 +400	+202%	+$21.1K	﹤0.01%	514
2017 Q3	$10K	Hold	198	–	–	﹤0.01%	683
2017 Q2	$9K	Hold	198	–	–	﹤0.01%	707
2017 Q1	$9K	Buy	+198	New	+$8.55K	﹤0.01%	705

Other funds holding PPA

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

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

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

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

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

Sandy Spring Bank increased its Invesco Aerospace & Defense ETF (PPA) stake by 12% in Q1 2025, buying an estimated $4.94K and bringing the position to 393 shares worth $45.8K. The position accounts for ﹤0.01% of the portfolio, ranked #592.

Sandy Spring Bank first reported a position in PPA in Q1 2017 and has held it in 33 quarters since. The position peaked at $57.5K in Q3 2024. 398 funds tracked by Wall St. Rank hold PPA as of Q1 2025.

Sandy Spring Bank held 393 shares of Invesco Aerospace & Defense ETF worth $45.8K as of Q1 2025.
Sandy Spring Bank bought 42 Invesco Aerospace & Defense ETF shares in Q1 2025, an estimated $4.94K.
Invesco Aerospace & Defense ETF made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #592 holding.
Sandy Spring Bank first reported a position in Invesco Aerospace & Defense ETF in Q1 2017 and has held it in 33 quarters since.
Sandy Spring Bank's Invesco Aerospace & Defense ETF position peaked at $57.5K in Q3 2024.
398 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q1 2025.

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