CIBC Private Wealth Group’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$86.7M	Buy	452,511 +75,442	+20%	+$14.3M	0.15%	140
2025 Q3	$71.5M	Sell	377,069 -1,592	-0.4%	-$297K	0.12%	162
2025 Q2	$68.8M	Buy	378,661 +17,177	+5%	+$2.96M	0.12%	166
2025 Q1	$55.3M	Buy	361,484 +94,735	+36%	+$16.8M	0.12%	160
2024 Q4	$46.9M	Buy	266,749 +45,714	+21%	+$8.27M	0.09%	179
2024 Q3	$39.6M	Buy	221,035 +86,934	+65%	+$14.9M	0.07%	205
2024 Q2	$22M	Buy	134,101 +50,986	+61%	+$8.39M	0.04%	252
2024 Q1	$14M	Buy	83,115 +60,929	+275%	+$9.78M	0.03%	299
2023 Q4	$3.5M	Buy	22,186 +3,193	+17%	+$464K	0.01%	431
2023 Q3	$2.69M	Buy	18,993 +11,111	+141%	+$1.66M	0.01%	452
2023 Q2	$1.18M	Sell	7,882 -2,332	-23%	-$336K	﹤0.01%	572
2023 Q1	$1.48M	Buy	10,214 +1,542	+18%	+$226K	﹤0.01%	560
2022 Q4	$519K	Hold	8,672	–	–	﹤0.01%	607
2022 Q3	$1.1M	Buy	8,672 +70	+0.8%	+$9.87K	﹤0.01%	571
2022 Q2	$1.15M	Sell	8,602 -10,491	-55%	-$1.53M	﹤0.01%	574
2022 Q1	$3.01M	Buy	19,093 +10,934	+134%	+$1.7M	0.01%	459
2021 Q4	$1.33M	Sell	8,159 -16	-0.2%	-$2.53K	﹤0.01%	597
2021 Q3	$1.23M	Buy	8,175 +16	+0.2%	+$2.45K	﹤0.01%	586
2021 Q2	$1.23M	Sell	8,159 -251	-3%	-$37.4K	﹤0.01%	621
2021 Q1	$1.19M	Buy	8,410 +1	+0%	+$135	﹤0.01%	634
2020 Q4	$1.07M	Buy	8,409 +866	+11%	+$103K	﹤0.01%	620
2020 Q3	$815K	Buy	+7,543	New	+$814K	﹤0.01%	597
2020 Q2	–	Sell	-8,866	Closed	-$745K	–	769
2020 Q1	$745K	Sell	8,866 -786	-8%	-$83.5K	﹤0.01%	557
2019 Q4	$1.12M	Sell	9,652 -105	-1%	-$11.7K	﹤0.01%	560
2019 Q3	$1.05M	Buy	9,757 +1,330	+16%	+$143K	﹤0.01%	564
2019 Q2	$908K	Sell	8,427 -249	-3%	-$26.4K	﹤0.01%	603
2019 Q1	$906K	Buy	8,676 +421	+5%	+$42.5K	﹤0.01%	609
2018 Q4	$754K	Sell	8,255 -630	-7%	-$62.4K	﹤0.01%	611
2018 Q3	$949K	Buy	8,885 +475	+6%	+$50.2K	﹤0.01%	670
2018 Q2	$857K	Buy	+8,410	New	+$852K	﹤0.01%	677
2018 Q1	–	Sell	-17,179	Closed	-$1.74M	–	2053
2017 Q4	$1.74M	Buy	17,179 +5,536	+48%	+$543K	0.01%	552
2017 Q3	$1.11M	Buy	+11,643	New	+$1.09M	0.01%	612

Other funds holding RSP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TPSF

Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

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

CIBC Private Wealth Group increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 20% in Q4 2025, buying an estimated $14.3M and bringing the position to 452,511 shares worth $86.7M. The position accounts for 0.15% of the portfolio, ranked #140.

CIBC Private Wealth Group first reported a position in RSP in Q3 2017 and has held it in 32 quarters since. 2,132 funds tracked by Wall St. Rank hold RSP as of Q4 2025.

CIBC Private Wealth Group held 452,511 shares of Invesco S&P 500 Equal Weight ETF worth $86.7M as of Q4 2025.
CIBC Private Wealth Group bought 75,442 Invesco S&P 500 Equal Weight ETF shares in Q4 2025, an estimated $14.3M.
Invesco S&P 500 Equal Weight ETF made up 0.15% of CIBC Private Wealth Group's portfolio in Q4 2025, its #140 holding.
CIBC Private Wealth Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2017 and has held it in 32 quarters since.
2,132 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q4 2025.

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