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

CIBC Private Wealth Group’s Portfolio RSPG Stock Details RSPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$239K Hold
3,000
– – ﹤0.01% 1117
2025
Q3 		$239K Hold
3,000
– – ﹤0.01% 1105
2025
Q2 		$223K Hold
3,000
– – ﹤0.01% 1083
2025
Q1 		$196K Sell
3,000
-1,011
-25% -$81.5K ﹤0.01% 1085
2024
Q4 		$319K Buy
+4,011
New +$320K ﹤0.01% 997

Other funds holding RSPG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWS
Arkfeld Wealth Strategies Omaha, Nebraska $334M AUM 26.97% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GIM
Guild Investment Management Los Angeles, California $146M AUM 22.78% 1-Year Est. Return

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

CIBC Private Wealth Group held its Invesco S&P 500 Equal Weight Energy ETF (RSPG) position steady in Q4 2025 at 3,000 shares worth $239K. The position accounts for ﹤0.01% of the portfolio, ranked #1117.

CIBC Private Wealth Group first reported a position in RSPG in Q4 2024 and has held it in 5 quarters since. The position peaked at $319K in Q4 2024. 132 funds tracked by Wall St. Rank hold RSPG as of Q4 2025.

  • CIBC Private Wealth Group held 3,000 shares of Invesco S&P 500 Equal Weight Energy ETF worth $239K as of Q4 2025.
  • CIBC Private Wealth Group left its Invesco S&P 500 Equal Weight Energy ETF share count unchanged in Q4 2025.
  • Invesco S&P 500 Equal Weight Energy ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1117 holding.
  • CIBC Private Wealth Group first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q4 2024 and has held it in 5 quarters since.
  • CIBC Private Wealth Group's Invesco S&P 500 Equal Weight Energy ETF position peaked at $319K in Q4 2024.
  • 132 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q4 2025.

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