Sandy Spring Bank’s Invesco Energy Exploration & Production ETF PXE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$614K	Buy	20,979 +139	+0.7%	+$4.16K	0.03%	262
2024 Q4	$617K	Buy	20,840 +146	+0.7%	+$4.45K	0.03%	271
2024 Q3	$614K	Buy	20,694 +143	+0.7%	+$4.52K	0.03%	275
2024 Q2	$680K	Buy	20,551 +110	+0.5%	+$3.79K	0.03%	262
2024 Q1	$732K	Buy	20,441 +95	+0.5%	+$3.01K	0.03%	255
2023 Q4	$629K	Buy	20,346 +167	+0.8%	+$5.25K	0.03%	263
2023 Q3	$656K	Buy	20,179 +101	+0.5%	+$3.15K	0.04%	242
2023 Q2	$559K	Buy	20,078 +144	+0.7%	+$3.81K	0.03%	252
2023 Q1	$538K	Buy	19,934 +191	+1%	+$5.45K	0.03%	251
2022 Q4	$584K	Buy	19,743 +202	+1%	+$6.42K	0.03%	246
2022 Q3	$538K	Buy	19,541 +5,721	+41%	+$162K	0.03%	240
2022 Q2	$355K	Buy	13,820 +1,549	+13%	+$46.3K	0.02%	271
2022 Q1	$341K	Buy	12,271 +5,060	+70%	+$122K	0.02%	284
2021 Q4	$139K	Buy	+7,211	New	+$146K	0.01%	390

Other funds holding PXE

OPOWM

One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

MAA

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

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

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

EFS

Essex Financial Services Essex, Connecticut $1.78B AUM 23.37% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

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

Sandy Spring Bank increased its Invesco Energy Exploration & Production ETF (PXE) stake by 0.67% in Q1 2025, buying an estimated $4.16K and bringing the position to 20,979 shares worth $614K. The position accounts for 0.03% of the portfolio, ranked #262.

Sandy Spring Bank first reported a position in PXE in Q4 2021 and has held it in 14 quarters since. The position peaked at $732K in Q1 2024. 46 funds tracked by Wall St. Rank hold PXE as of Q1 2025.

Sandy Spring Bank held 20,979 shares of Invesco Energy Exploration & Production ETF worth $614K as of Q1 2025.
Sandy Spring Bank bought 139 Invesco Energy Exploration & Production ETF shares in Q1 2025, an estimated $4.16K.
Invesco Energy Exploration & Production ETF made up 0.03% of Sandy Spring Bank's portfolio in Q1 2025, its #262 holding.
Sandy Spring Bank first reported a position in Invesco Energy Exploration & Production ETF in Q4 2021 and has held it in 14 quarters since.
Sandy Spring Bank's Invesco Energy Exploration & Production ETF position peaked at $732K in Q1 2024.
46 funds tracked by Wall St. Rank held Invesco Energy Exploration & Production ETF as of Q1 2025.

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