CIBC Private Wealth Group
RINC icon

CIBC Private Wealth Group’s AXS Real Estate Income ETF RINC Stock Holding History

CIBC Private Wealth Group’s Portfolio RINC Stock Details RINC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-500
Closed -$11.5K – 3273
2024
Q2 		$11.5K Hold
500
– – ﹤0.01% 2240
2024
Q1 		$11.9K Buy
+500
New +$12K ﹤0.01% 2214

Other funds holding RINC

FA
Flagstar Advisors New York $330M AUM 30.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Steward Partners Investment Advisory
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Ameritas Investment Partners
Ameritas Investment Partners Lincoln, Nebraska $3.75B AUM 46.53% 1-Year Est. Return

CIBC Private Wealth Group's RINC Position: Q3 2024 in Review

CIBC Private Wealth Group sold out of AXS Real Estate Income ETF (RINC) in Q3 2024, closing a stake of 500 shares — an estimated $11.5K sold.

CIBC Private Wealth Group first reported a position in RINC in Q1 2024 and held it in 2 quarters. The position peaked at $11.9K in Q1 2024. 17 funds tracked by Wall St. Rank hold RINC as of Q3 2024.

  • CIBC Private Wealth Group reported no remaining AXS Real Estate Income ETF position as of Q3 2024 after selling out during the quarter.
  • CIBC Private Wealth Group sold 500 AXS Real Estate Income ETF shares in Q3 2024, an estimated $11.5K.
  • CIBC Private Wealth Group first reported a position in AXS Real Estate Income ETF in Q1 2024 and held it in 2 quarters.
  • CIBC Private Wealth Group's AXS Real Estate Income ETF position peaked at $11.9K in Q1 2024.
  • 17 funds tracked by Wall St. Rank held AXS Real Estate Income ETF as of Q3 2024.

Based on CIBC Private Wealth Group's 13F filing for Q3 2024, filed 13 Nov 2024.