CIBC Private Wealth Group
RWK icon

CIBC Private Wealth Group’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

CIBC Private Wealth Group’s Portfolio RWK Stock Details RWK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$13.3K Hold
105
– – ﹤0.01% 2319
2025
Q3 		$13.2K Buy
+105
New +$12.9K ﹤0.01% 2291
2018
Q1 		– Sell
-500
Closed -$30K – 2055
2017
Q4 		$30K Buy
+500
New +$29.4K ﹤0.01% 1316

Other funds holding RWK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.51B AUM 24.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

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

CIBC Private Wealth Group held its Invesco S&P MidCap 400 Revenue ETF (RWK) position steady in Q4 2025 at 105 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2319.

CIBC Private Wealth Group first reported a position in RWK in Q4 2017 and has held it in 3 quarters since. The position peaked at $30K in Q4 2017. 128 funds tracked by Wall St. Rank hold RWK as of Q4 2025.

  • CIBC Private Wealth Group held 105 shares of Invesco S&P MidCap 400 Revenue ETF worth $13.3K as of Q4 2025.
  • CIBC Private Wealth Group left its Invesco S&P MidCap 400 Revenue ETF share count unchanged in Q4 2025.
  • Invesco S&P MidCap 400 Revenue ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2319 holding.
  • CIBC Private Wealth Group first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q4 2017 and has held it in 3 quarters since.
  • CIBC Private Wealth Group's Invesco S&P MidCap 400 Revenue ETF position peaked at $30K in Q4 2017.
  • 128 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q4 2025.

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