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

CIBC Private Wealth Group’s Portfolio RSPU Stock Details RSPU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,994
Closed -$142K – 3275
2025
Q2 		$142K Buy
1,994
+13
+0.7% +$910 ﹤0.01% 1254
2025
Q1 		$128K Buy
+1,981
New +$134K ﹤0.01% 1254

Other funds holding RSPU

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
SIM
Studio Investment Management Chicago, Illinois $555M AUM 15.74% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
UWP
Uniting Wealth Partners Mission, Kansas $470M AUM 30.3% 1-Year Est. Return

CIBC Private Wealth Group's RSPU Position: Q3 2025 in Review

CIBC Private Wealth Group sold out of Invesco S&P 500 Equal Weight Utilities ETF (RSPU) in Q3 2025, closing a stake of 1,994 shares — an estimated $142K sold.

CIBC Private Wealth Group first reported a position in RSPU in Q1 2025 and held it in 2 quarters. The position peaked at $142K in Q2 2025. 110 funds tracked by Wall St. Rank hold RSPU as of Q3 2025.

  • CIBC Private Wealth Group reported no remaining Invesco S&P 500 Equal Weight Utilities ETF position as of Q3 2025 after selling out during the quarter.
  • CIBC Private Wealth Group sold 1,994 Invesco S&P 500 Equal Weight Utilities ETF shares in Q3 2025, an estimated $142K.
  • CIBC Private Wealth Group first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q1 2025 and held it in 2 quarters.
  • CIBC Private Wealth Group's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $142K in Q2 2025.
  • 110 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q3 2025.

Based on CIBC Private Wealth Group's 13F filing for Q3 2025, filed 24 Nov 2025.