CIBC Private Wealth Group’s Invesco S&P MidCap 400 Pure Growth ETF RFG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$10.6K	Hold	203	–	–	﹤0.01%	2402
2025 Q3	$10.3K	Hold	203	–	–	﹤0.01%	2370
2025 Q2	$9.9K	Hold	203	–	–	﹤0.01%	2260
2025 Q1	$7.93K	Hold	203	–	–	﹤0.01%	2311
2024 Q4	$9.98K	Hold	203	–	–	﹤0.01%	2268
2024 Q3	$9.98K	Hold	203	–	–	﹤0.01%	2403
2024 Q2	$9.82K	Sell	203 -197	-49%	-$9.63K	﹤0.01%	2302
2024 Q1	$20.2K	Buy	+400	New	+$18K	﹤0.01%	2045
2018 Q3	–	Sell	-770	Closed	-$25K	–	1550
2018 Q2	$25K	Buy	+770	New	+$24.8K	﹤0.01%	1348

Other funds holding RFG

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

NEPWA

New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return

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

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

TPWM

Twelve Points Wealth Management Concord, Massachusetts $455M AUM 19.98% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

CWAG

Compton Wealth Advisory Group Virginia Beach, Virginia $495M AUM 23.41% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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

CIBC Private Wealth Group held its Invesco S&P MidCap 400 Pure Growth ETF (RFG) position steady in Q4 2025 at 203 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2402.

CIBC Private Wealth Group first reported a position in RFG in Q2 2018 and has held it in 9 quarters since. The position peaked at $25K in Q2 2018. 108 funds tracked by Wall St. Rank hold RFG as of Q4 2025.

CIBC Private Wealth Group held 203 shares of Invesco S&P MidCap 400 Pure Growth ETF worth $10.6K as of Q4 2025.
CIBC Private Wealth Group left its Invesco S&P MidCap 400 Pure Growth ETF share count unchanged in Q4 2025.
Invesco S&P MidCap 400 Pure Growth ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2402 holding.
CIBC Private Wealth Group first reported a position in Invesco S&P MidCap 400 Pure Growth ETF in Q2 2018 and has held it in 9 quarters since.
CIBC Private Wealth Group's Invesco S&P MidCap 400 Pure Growth ETF position peaked at $25K in Q2 2018.
108 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Pure Growth ETF as of Q4 2025.

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