CIBC Private Wealth Group
RWL icon

CIBC Private Wealth Group’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

CIBC Private Wealth Group’s Portfolio RWL Stock Details RWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$11.9K Hold
104
– – ﹤0.01% 2360
2025
Q3 		$11.5K Hold
104
– – ﹤0.01% 2339
2025
Q2 		$10.9K Hold
104
– – ﹤0.01% 2221
2025
Q1 		$9.27K Hold
104
– – ﹤0.01% 2265
2024
Q4 		$10.3K Hold
104
– – ﹤0.01% 2257
2024
Q3 		$10.2K Hold
104
– – ﹤0.01% 2398
2024
Q2 		$9.68K Buy
+104
New +$9.55K ﹤0.01% 2306

Other funds holding RWL

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

CIBC Private Wealth Group held its Invesco S&P 500 Revenue ETF (RWL) position steady in Q4 2025 at 104 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2360.

CIBC Private Wealth Group first reported a position in RWL in Q2 2024 and has held it in 7 quarters since. 302 funds tracked by Wall St. Rank hold RWL as of Q4 2025.

  • CIBC Private Wealth Group held 104 shares of Invesco S&P 500 Revenue ETF worth $11.9K as of Q4 2025.
  • CIBC Private Wealth Group left its Invesco S&P 500 Revenue ETF share count unchanged in Q4 2025.
  • Invesco S&P 500 Revenue ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2360 holding.
  • CIBC Private Wealth Group first reported a position in Invesco S&P 500 Revenue ETF in Q2 2024 and has held it in 7 quarters since.
  • 302 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q4 2025.

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