CIBC Private Wealth Group
SPGP icon

CIBC Private Wealth Group’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

CIBC Private Wealth Group’s Portfolio SPGP Stock Details SPGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$49.6K Hold
435
– – ﹤0.01% 1783
2025
Q3 		$49.4K Sell
435
-215
-33% -$23.8K ﹤0.01% 1803
2025
Q2 		$70K Buy
650
+235
+57% +$23.4K ﹤0.01% 1537
2025
Q1 		$35.7K Sell
415
-163
-28% -$17.2K ﹤0.01% 1760
2024
Q4 		$61.4K Buy
578
+163
+39% +$17.6K ﹤0.01% 1609
2024
Q3 		$43.4K Hold
415
– – ﹤0.01% 1825
2024
Q2 		$42.4K Hold
415
– – ﹤0.01% 1742
2024
Q1 		$44.3K Buy
+415
New +$41.3K ﹤0.01% 1725

Other funds holding SPGP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CDWM
Campbell Deegan Wealth Management Richmond, Virginia $125M AUM 12.26% 1-Year Est. Return

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

CIBC Private Wealth Group held its Invesco S&P 500 GARP ETF (SPGP) position steady in Q4 2025 at 435 shares worth $49.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1783.

CIBC Private Wealth Group first reported a position in SPGP in Q1 2024 and has held it in 8 quarters since. The position peaked at $70K in Q2 2025. 322 funds tracked by Wall St. Rank hold SPGP as of Q4 2025.

  • CIBC Private Wealth Group held 435 shares of Invesco S&P 500 GARP ETF worth $49.6K as of Q4 2025.
  • CIBC Private Wealth Group left its Invesco S&P 500 GARP ETF share count unchanged in Q4 2025.
  • Invesco S&P 500 GARP ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1783 holding.
  • CIBC Private Wealth Group first reported a position in Invesco S&P 500 GARP ETF in Q1 2024 and has held it in 8 quarters since.
  • CIBC Private Wealth Group's Invesco S&P 500 GARP ETF position peaked at $70K in Q2 2025.
  • 322 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q4 2025.

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