CIBC Private Wealth Group
ADPV icon

CIBC Private Wealth Group’s Adaptiv Select ETF ADPV Stock Holding History

CIBC Private Wealth Group’s Portfolio ADPV Stock Details ADPV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-17,168
Closed -$416K – 1144
2023
Q3 		$416K Buy
+17,168
New +$429K ﹤0.01% 799

Other funds holding ADPV

CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

CIBC Private Wealth Group's ADPV Position: Q4 2023 in Review

CIBC Private Wealth Group sold out of Adaptiv Select ETF (ADPV) in Q4 2023, closing a stake of 17,168 shares — an estimated $416K sold.

CIBC Private Wealth Group first reported a position in ADPV in Q3 2023 and held it in 1 quarter. The position peaked at $416K in Q3 2023. 5 funds tracked by Wall St. Rank hold ADPV as of Q4 2023.

  • CIBC Private Wealth Group reported no remaining Adaptiv Select ETF position as of Q4 2023 after selling out during the quarter.
  • CIBC Private Wealth Group sold 17,168 Adaptiv Select ETF shares in Q4 2023, an estimated $416K.
  • CIBC Private Wealth Group first reported a position in Adaptiv Select ETF in Q3 2023 and held it in 1 quarter.
  • CIBC Private Wealth Group's Adaptiv Select ETF position peaked at $416K in Q3 2023.
  • 5 funds tracked by Wall St. Rank held Adaptiv Select ETF as of Q4 2023.

Based on CIBC Private Wealth Group's 13F filing for Q4 2023, filed 13 Feb 2024.