CIBC Private Wealth Group
PKW icon

CIBC Private Wealth Group’s Invesco BuyBack Achievers ETF PKW Stock Holding History

CIBC Private Wealth Group’s Portfolio PKW Stock Details PKW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$357K Hold
2,656
– – ﹤0.01% 973
2025
Q3 		$352K Hold
2,656
– – ﹤0.01% 967
2025
Q2 		$328K Hold
2,656
– – ﹤0.01% 947
2025
Q1 		$262K Buy
2,656
+356
+15% +$41.5K ﹤0.01% 989
2024
Q4 		$266K Hold
2,300
– – ﹤0.01% 1057
2024
Q3 		$263K Hold
2,300
– – ﹤0.01% 1072
2024
Q2 		$236K Buy
+2,300
New +$239K ﹤0.01% 1033
2019
Q3 		– Sell
-10,639
Closed -$666K – 928
2019
Q2 		$666K Hold
10,639
– – ﹤0.01% 655
2019
Q1 		$634K Buy
+10,639
New +$615K ﹤0.01% 674
2018
Q3 		– Sell
-600
Closed -$34K – 1507
2018
Q2 		$34K Hold
600
– – ﹤0.01% 1266
2018
Q1 		$34K Hold
600
– – ﹤0.01% 1256
2017
Q4 		$35K Buy
+600
New +$34.1K ﹤0.01% 1267

Other funds holding PKW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CAG
Curtis Advisory Group Santa Barbara, California $464M AUM 19.09% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
TWM
Triton Wealth Management Sun City, Arizona $270M AUM 24.97% 1-Year Est. Return