Sandy Spring Bank’s Invesco FTSE RAFI Developed Markets ex-US ETF PXF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$5.88K	Sell	113 -59	-34%	-$3.01K	﹤0.01%	926
2024 Q4	$8.24K	Hold	172	–	–	﹤0.01%	889
2024 Q3	$8.97K	Hold	172	–	–	﹤0.01%	873
2024 Q2	$8.37K	Hold	172	–	–	﹤0.01%	897
2024 Q1	$8.54K	Buy	172 +113	+192%	+$5.38K	﹤0.01%	871
2023 Q4	$2.8K	Hold	59	–	–	﹤0.01%	983
2023 Q3	$2.57K	Buy	+59	New	+$2.66K	﹤0.01%	1006

Other funds holding PXF

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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

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

JWWM

Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return

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

Sandy Spring Bank reduced its Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) stake by 34% in Q1 2025, selling an estimated $3.01K and leaving 113 shares worth $5.88K. The position accounts for ﹤0.01% of the portfolio, ranked #926.

Sandy Spring Bank first reported a position in PXF in Q3 2023 and has held it in 7 quarters since. The position peaked at $8.97K in Q3 2024. 195 funds tracked by Wall St. Rank hold PXF as of Q1 2025.

Sandy Spring Bank held 113 shares of Invesco FTSE RAFI Developed Markets ex-US ETF worth $5.88K as of Q1 2025.
Sandy Spring Bank sold 59 Invesco FTSE RAFI Developed Markets ex-US ETF shares in Q1 2025, an estimated $3.01K.
Invesco FTSE RAFI Developed Markets ex-US ETF made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #926 holding.
Sandy Spring Bank first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q3 2023 and has held it in 7 quarters since.
Sandy Spring Bank's Invesco FTSE RAFI Developed Markets ex-US ETF position peaked at $8.97K in Q3 2024.
195 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q1 2025.

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