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Sandy Spring Bank Last Quarter Change: USA Funds, Reduced

Sandy Spring Bank quarter change: USA Funds, Reduced

In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (listed in the US), from the quarter ended 2024-12-31 to 2025-03-31, Sandy Spring Bank opened 0 positions, added to 1, reduced 1, sold out of 0 and left 0 unchanged. The largest increase in value was TORTOISE NORTH AMERICAN PIPELINE FUND (+$117,337); the largest decrease was INVESTMENT MANAGERS SER TR II (-$54,575).

  • INVESTMENT MANAGERS SER TR II: Country of operation United States; Class TRADR 2X SHORT; Shares 2024-12-31 2,066; Shares 2025-03-31 16.

Two Form 13F-HR filings compared (SEC CIK 1457833): 2024-12-31 (filed 2025-02-11) and 2025-03-31 (filed 2025-05-12). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

StockCountry of operationClassShares 2024-12-31Shares 2025-03-31Share changeValue 2024-12-31Value 2025-03-31Value change
INVESTMENT MANAGERS SER TR II
CUSIP 46144X123
United StatesTRADR 2X SHORT2,06616-2,050$55,307$732-$54,575

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