CIBC Private Wealth Group’s Adasina Social Justice All Cap Global ETF JSTC Stock Holding History

CIBC Private Wealth Group’s Portfolio JSTC Stock Details JSTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-14,370	Closed	-$232K	–	1107
2023 Q2	$232K	Hold	14,370	–	–	﹤0.01%	813
2023 Q1	$908K	Hold	14,370	–	–	﹤0.01%	622
2022 Q4	$214K	Buy	+14,370	New	+$211K	﹤0.01%	719
2022 Q3	–	Sell	-14,370	Closed	-$207K	–	1060
2022 Q2	$207K	Hold	14,370	–	–	﹤0.01%	877
2022 Q1	$242K	Hold	14,370	–	–	﹤0.01%	908
2021 Q4	$262K	Hold	14,370	–	–	﹤0.01%	914
2021 Q3	$247K	Buy	+14,370	New	+$252K	﹤0.01%	859

Other funds holding JSTC

AWP

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

Syntrinsic Denver, Colorado $301M AUM 27.27% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PFO

Pathstone Family Office Englewood, New Jersey $13.1B AUM 20.8% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

BJL

Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return

CIBC Private Wealth Group's JSTC Position: Q3 2023 in Review

CIBC Private Wealth Group sold out of Adasina Social Justice All Cap Global ETF (JSTC) in Q3 2023, closing a stake of 14,370 shares — an estimated $232K sold.

CIBC Private Wealth Group first reported a position in JSTC in Q3 2021 and held it in 7 quarters. The position peaked at $908K in Q1 2023. 29 funds tracked by Wall St. Rank hold JSTC as of Q3 2023.

CIBC Private Wealth Group reported no remaining Adasina Social Justice All Cap Global ETF position as of Q3 2023 after selling out during the quarter.
CIBC Private Wealth Group sold 14,370 Adasina Social Justice All Cap Global ETF shares in Q3 2023, an estimated $232K.
CIBC Private Wealth Group first reported a position in Adasina Social Justice All Cap Global ETF in Q3 2021 and held it in 7 quarters.
CIBC Private Wealth Group's Adasina Social Justice All Cap Global ETF position peaked at $908K in Q1 2023.
29 funds tracked by Wall St. Rank held Adasina Social Justice All Cap Global ETF as of Q3 2023.

Based on CIBC Private Wealth Group's 13F filing for Q3 2023, filed 13 Nov 2023.