CIBC Private Wealth Group’s Invesco S&P 500 Pure Growth ETF RPG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$5.03M	Hold	107,695	–	–	0.01%	433
2025 Q3	$5.14M	Buy	107,695 +5,009	+5%	+$235K	0.01%	424
2025 Q2	$4.7M	Buy	102,686 +761	+0.7%	+$31.2K	0.01%	438
2025 Q1	$3.45M	Hold	101,925	–	–	0.01%	451
2024 Q4	$4.27M	Buy	101,925 +5,220	+5%	+$217K	0.01%	447
2024 Q3	$3.8M	Hold	96,705	–	–	0.01%	473
2024 Q2	$3.67M	Hold	96,705	–	–	0.01%	451
2024 Q1	$3.55M	Hold	96,705	–	–	0.01%	454
2023 Q4	$3.12M	Hold	96,705	–	–	0.01%	444
2023 Q3	$2.92M	Hold	96,705	–	–	0.01%	444
2023 Q2	$596K	Hold	96,705	–	–	﹤0.01%	664
2023 Q1	$229K	Buy	96,705 +260	+0.3%	+$7.94K	﹤0.01%	823
2022 Q4	$2.92M	Hold	96,445	–	–	0.01%	380
2022 Q3	$2.79M	Hold	96,445	–	–	0.01%	435
2022 Q2	$2.85M	Hold	96,445	–	–	0.01%	437
2022 Q1	$3.54M	Sell	96,445 -10,295	-10%	-$376K	0.01%	440
2021 Q4	$4.5M	Buy	106,740 +235	+0.2%	+$9.78K	0.01%	421
2021 Q3	$4.1M	Sell	106,505 -7,140	-6%	-$279K	0.01%	415
2021 Q2	$4.18M	Buy	113,645 +2,920	+3%	+$100K	0.01%	421
2021 Q1	$3.64M	Sell	110,725 -10,380	-9%	-$343K	0.01%	437
2020 Q4	$3.95M	Hold	121,105	–	–	0.01%	409
2020 Q3	$3.43M	Hold	121,105	–	–	0.01%	397
2020 Q2	$3.14M	Sell	121,105 -1,285	-1%	-$30.6K	0.02%	337
2020 Q1	$2.45M	Sell	122,390 -5,720	-4%	-$138K	0.01%	382
2019 Q4	$3.25M	Sell	128,110 -5,865	-4%	-$143K	0.01%	400
2019 Q3	$3.17M	Buy	133,975 +11,720	+10%	+$280K	0.01%	398
2019 Q2	$2.92M	Hold	122,255	–	–	0.01%	422
2019 Q1	$2.83M	Sell	122,255 -24,525	-17%	-$539K	0.01%	407
2018 Q4	$2.92M	Hold	146,780	–	–	0.01%	396
2018 Q3	$3.53M	Sell	146,780 -1,845	-1%	-$43.8K	0.01%	411
2018 Q2	$3.41M	Buy	148,625 +1,845	+1%	+$41.9K	0.01%	412
2018 Q1	$3.22M	Hold	146,780	–	–	0.01%	422
2017 Q4	$3.08M	Hold	146,780	–	–	0.01%	421
2017 Q3	$2.94M	Hold	146,780	–	–	0.01%	415
2017 Q2	$2.76M	Buy	146,780 +810	+0.6%	+$15K	0.02%	343
2017 Q1	$2.62M	Sell	145,970 -1,645	-1%	-$28.8K	0.02%	339
2016 Q4	$2.47M	Hold	147,615	–	–	0.02%	340
2016 Q3	$2.49M	Sell	147,615 -505	-0.3%	-$8.49K	0.02%	338
2016 Q2	$2.4M	Sell	148,120 -5,110	-3%	-$81.8K	0.02%	341
2016 Q1	$2.43M	Sell	153,230 -49,750	-25%	-$747K	0.02%	329
2015 Q4	$3.28M	Buy	202,980 +112,500	+124%	+$1.84M	0.03%	305
2015 Q3	$1.4M	Buy	90,480 +14,730	+19%	+$240K	0.01%	397
2015 Q2	$1.23M	Buy	75,750 +25,050	+49%	+$417K	0.01%	439
2015 Q1	$842K	Buy	+50,700	New	+$825K	0.01%	487
2014 Q4	–	Sell	-51,000	Closed	-$787K	–	621
2014 Q3	$787K	Sell	51,000 -60,000	-54%	-$936K	0.01%	481
2014 Q2	$1.72M	Buy	111,000 +19,500	+21%	+$287K	0.01%	375
2014 Q1	$1.37M	Buy	+91,500	New	+$1.32M	0.01%	398

Other funds holding RPG

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

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

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

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

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

FSA

Financial Security Advisor Virginia Beach, Virginia $544M AUM 18.82% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

NEPWA

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

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

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

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

CIBC Private Wealth Group held its Invesco S&P 500 Pure Growth ETF (RPG) position steady in Q4 2025 at 107,695 shares worth $5.03M. The position accounts for 0.01% of the portfolio, ranked #433.

CIBC Private Wealth Group first reported a position in RPG in Q1 2014 and has held it in 47 quarters since. The position peaked at $5.14M in Q3 2025. 273 funds tracked by Wall St. Rank hold RPG as of Q4 2025.

CIBC Private Wealth Group held 107,695 shares of Invesco S&P 500 Pure Growth ETF worth $5.03M as of Q4 2025.
CIBC Private Wealth Group left its Invesco S&P 500 Pure Growth ETF share count unchanged in Q4 2025.
Invesco S&P 500 Pure Growth ETF made up 0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #433 holding.
CIBC Private Wealth Group first reported a position in Invesco S&P 500 Pure Growth ETF in Q1 2014 and has held it in 47 quarters since.
CIBC Private Wealth Group's Invesco S&P 500 Pure Growth ETF position peaked at $5.14M in Q3 2025.
273 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Growth ETF as of Q4 2025.

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