CIBC Private Wealth Group’s Invesco Large Cap Growth ETF PWB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$297K	Buy	2,338 +61	+3%	+$7.75K	﹤0.01%	1029
2025 Q3	$286K	Hold	2,277	–	–	﹤0.01%	1033
2025 Q2	$267K	Hold	2,277	–	–	﹤0.01%	1013
2025 Q1	$197K	Hold	2,277	–	–	﹤0.01%	1083
2024 Q4	$234K	Hold	2,277	–	–	﹤0.01%	1098
2024 Q3	$225K	Hold	2,277	–	–	﹤0.01%	1125
2024 Q2	$219K	Hold	2,277	–	–	﹤0.01%	1061
2024 Q1	$203K	Buy	+2,277	New	+$193K	﹤0.01%	1113

Other funds holding PWB

LPL Financial San Diego, California $377B AUM 19.32% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

CFWMA

Center for Wealth Management Advisory Milford, Ohio $139M AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AWM

Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return

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

GSIAS

Garden State Investment Advisory Services Red Bank, New Jersey $455M AUM 25.41% 1-Year Est. Return

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

CIBC Private Wealth Group increased its Invesco Large Cap Growth ETF (PWB) stake by 2.7% in Q4 2025, buying an estimated $7.75K and bringing the position to 2,338 shares worth $297K. The position accounts for ﹤0.01% of the portfolio, ranked #1029.

CIBC Private Wealth Group first reported a position in PWB in Q1 2024 and has held it in 8 quarters since. 210 funds tracked by Wall St. Rank hold PWB as of Q4 2025.

CIBC Private Wealth Group held 2,338 shares of Invesco Large Cap Growth ETF worth $297K as of Q4 2025.
CIBC Private Wealth Group bought 61 Invesco Large Cap Growth ETF shares in Q4 2025, an estimated $7.75K.
Invesco Large Cap Growth ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1029 holding.
CIBC Private Wealth Group first reported a position in Invesco Large Cap Growth ETF in Q1 2024 and has held it in 8 quarters since.
210 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q4 2025.

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