CIBC Private Wealth Group’s Invesco S&P SmallCap Energy ETF PSCE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-10	Closed	-$389	–	3261
2025 Q2	$389	Sell	10 -5	-33%	-$187	﹤0.01%	2865
2025 Q1	$477	Sell	15 -25	-63%	-$1.14K	﹤0.01%	2896
2024 Q4	$1.99K	Buy	+40	New	+$2.01K	﹤0.01%	2702

Other funds holding PSCE

HCA

Harbor Capital Advisors Chicago, Illinois $1.23B AUM 30.56% 1-Year Est. Return

GJL

Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return

OPOWM

One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MSAM

Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

CIBC Private Wealth Group's PSCE Position: Q3 2025 in Review

CIBC Private Wealth Group sold out of Invesco S&P SmallCap Energy ETF (PSCE) in Q3 2025, closing a stake of 10 shares — an estimated $389 sold.

CIBC Private Wealth Group first reported a position in PSCE in Q4 2024 and held it in 3 quarters. The position peaked at $1.99K in Q4 2024. 35 funds tracked by Wall St. Rank hold PSCE as of Q3 2025.

CIBC Private Wealth Group reported no remaining Invesco S&P SmallCap Energy ETF position as of Q3 2025 after selling out during the quarter.
CIBC Private Wealth Group sold 10 Invesco S&P SmallCap Energy ETF shares in Q3 2025, an estimated $389.
CIBC Private Wealth Group first reported a position in Invesco S&P SmallCap Energy ETF in Q4 2024 and held it in 3 quarters.
CIBC Private Wealth Group's Invesco S&P SmallCap Energy ETF position peaked at $1.99K in Q4 2024.
35 funds tracked by Wall St. Rank held Invesco S&P SmallCap Energy ETF as of Q3 2025.

Based on CIBC Private Wealth Group's 13F filing for Q3 2025, filed 24 Nov 2025.