Sandy Spring Bank’s Invesco NASDAQ Next Gen 100 ETF QQQJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$8.85K	Hold	305	–	–	﹤0.01%	863
2024 Q4	$9.42K	Hold	305	–	–	﹤0.01%	864
2024 Q3	$9.26K	Hold	305	–	–	﹤0.01%	869
2024 Q2	$8.5K	Hold	305	–	–	﹤0.01%	895
2024 Q1	$8.82K	Hold	305	–	–	﹤0.01%	868
2023 Q4	$8.23K	Hold	305	–	–	﹤0.01%	852
2023 Q3	$7.52K	Hold	305	–	–	﹤0.01%	867
2023 Q2	$7.97K	Hold	305	–	–	﹤0.01%	884
2023 Q1	$7.78K	Hold	305	–	–	﹤0.01%	862
2022 Q4	$7.29K	Hold	305	–	–	﹤0.01%	864
2022 Q3	$7K	Hold	305	–	–	﹤0.01%	867
2022 Q2	$7K	Hold	305	–	–	﹤0.01%	897
2022 Q1	$9K	Hold	305	–	–	﹤0.01%	877
2021 Q4	$10K	Buy	+305	New	+$10.4K	﹤0.01%	911
2021 Q1	–	Sell	-25	Closed	-$1K	–	1026
2020 Q4	$1K	Buy	+25	New	+$707	﹤0.01%	939

Other funds holding QQQJ

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

EFG

Erickson Financial Group Allentown, Pennsylvania $187M AUM 22% 1-Year Est. Return

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

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

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

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

Sandy Spring Bank held its Invesco NASDAQ Next Gen 100 ETF (QQQJ) position steady in Q1 2025 at 305 shares worth $8.85K. The position accounts for ﹤0.01% of the portfolio, ranked #863.

Sandy Spring Bank first reported a position in QQQJ in Q4 2020 and has held it in 15 quarters since. The position peaked at $10K in Q4 2021. 148 funds tracked by Wall St. Rank hold QQQJ as of Q1 2025.

Sandy Spring Bank held 305 shares of Invesco NASDAQ Next Gen 100 ETF worth $8.85K as of Q1 2025.
Sandy Spring Bank left its Invesco NASDAQ Next Gen 100 ETF share count unchanged in Q1 2025.
Invesco NASDAQ Next Gen 100 ETF made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #863 holding.
Sandy Spring Bank first reported a position in Invesco NASDAQ Next Gen 100 ETF in Q4 2020 and has held it in 15 quarters since.
Sandy Spring Bank's Invesco NASDAQ Next Gen 100 ETF position peaked at $10K in Q4 2021.
148 funds tracked by Wall St. Rank held Invesco NASDAQ Next Gen 100 ETF as of Q1 2025.

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