CIBC Private Wealth Group
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CIBC Private Wealth Group’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

CIBC Private Wealth Group’s Portfolio PDP Stock Details PDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$47.7K Hold
410
– – ﹤0.01% 1803
2025
Q3 		$48.4K Hold
410
– – ﹤0.01% 1816
2025
Q2 		$44.5K Hold
410
– – ﹤0.01% 1712
2025
Q1 		$36.7K Sell
410
-100
-20% -$10.8K ﹤0.01% 1749
2024
Q4 		$55.6K Hold
510
– – ﹤0.01% 1645
2024
Q3 		$52.7K Hold
510
– – ﹤0.01% 1756
2024
Q2 		$50.5K Hold
510
– – ﹤0.01% 1671
2024
Q1 		$50.1K Buy
+510
New +$46.5K ﹤0.01% 1680

Other funds holding PDP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

CIBC Private Wealth Group's PDP Position: Q4 2025 in Review

CIBC Private Wealth Group held its Invesco Dorsey Wright Momentum ETF (PDP) position steady in Q4 2025 at 410 shares worth $47.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1803.

CIBC Private Wealth Group first reported a position in PDP in Q1 2024 and has held it in 8 quarters since. The position peaked at $55.6K in Q4 2024. 200 funds tracked by Wall St. Rank hold PDP as of Q4 2025.

  • CIBC Private Wealth Group held 410 shares of Invesco Dorsey Wright Momentum ETF worth $47.7K as of Q4 2025.
  • CIBC Private Wealth Group left its Invesco Dorsey Wright Momentum ETF share count unchanged in Q4 2025.
  • Invesco Dorsey Wright Momentum ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1803 holding.
  • CIBC Private Wealth Group first reported a position in Invesco Dorsey Wright Momentum ETF in Q1 2024 and has held it in 8 quarters since.
  • CIBC Private Wealth Group's Invesco Dorsey Wright Momentum ETF position peaked at $55.6K in Q4 2024.
  • 200 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.