CIBC Private Wealth Group
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CIBC Private Wealth Group’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

CIBC Private Wealth Group’s Portfolio SPHQ Stock Details SPHQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$1.22M Buy
16,284
+639
+4% +$47.5K ﹤0.01% 670
2025
Q3 		$1.15M Buy
15,645
+251
+2% +$18.1K ﹤0.01% 670
2025
Q2 		$1.1M Hold
15,394
– – ﹤0.01% 654
2025
Q1 		$912K Sell
15,394
-30
-0.2% -$2.06K ﹤0.01% 662
2024
Q4 		$1.04M Buy
15,424
+1,647
+12% +$112K ﹤0.01% 688
2024
Q3 		$927K Buy
13,777
+2,950
+27% +$192K ﹤0.01% 701
2024
Q2 		$699K Buy
10,827
+671
+7% +$40.9K ﹤0.01% 732
2024
Q1 		$613K Sell
10,156
-5
-0% -$286 ﹤0.01% 780
2023
Q4 		$550K Hold
10,161
– – ﹤0.01% 775
2023
Q3 		$508K Buy
10,161
+4,655
+85% +$239K ﹤0.01% 745
2023
Q2 		$278K Sell
5,506
-56
-1% -$2.7K ﹤0.01% 786
2023
Q1 		$263K Hold
5,562
– – ﹤0.01% 800
2022
Q4 		$333K Hold
5,562
– – ﹤0.01% 670
2022
Q3 		$221K Hold
5,562
– – ﹤0.01% 847
2022
Q2 		$234K Hold
5,562
– – ﹤0.01% 854
2022
Q1 		$278K Hold
5,562
– – ﹤0.01% 868
2021
Q4 		$296K Hold
5,562
– – ﹤0.01% 883
2021
Q3 		$270K Buy
5,562
+30
+0.5% +$1.5K ﹤0.01% 842
2021
Q2 		$269K Sell
5,532
-1,083
-16% -$50.4K ﹤0.01% 926
2021
Q1 		$293K Buy
6,615
+26
+0.4% +$1.12K ﹤0.01% 908
2020
Q4 		$277K Hold
6,589
– – ﹤0.01% 882
2020
Q3 		$255K Buy
+6,589
New +$249K ﹤0.01% 805
2018
Q3 		– Sell
-1,083
Closed -$33K – 1617
2018
Q2 		$33K Buy
+1,083
New +$32.7K ﹤0.01% 1277

Other funds holding SPHQ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

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

CIBC Private Wealth Group increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 4.1% in Q4 2025, buying an estimated $47.5K and bringing the position to 16,284 shares worth $1.22M. The position accounts for ﹤0.01% of the portfolio, ranked #670.

CIBC Private Wealth Group first reported a position in SPHQ in Q2 2018 and has held it in 23 quarters since. 712 funds tracked by Wall St. Rank hold SPHQ as of Q4 2025.

  • CIBC Private Wealth Group held 16,284 shares of Invesco S&P 500 Quality ETF worth $1.22M as of Q4 2025.
  • CIBC Private Wealth Group bought 639 Invesco S&P 500 Quality ETF shares in Q4 2025, an estimated $47.5K.
  • Invesco S&P 500 Quality ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #670 holding.
  • CIBC Private Wealth Group first reported a position in Invesco S&P 500 Quality ETF in Q2 2018 and has held it in 23 quarters since.
  • 712 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q4 2025.

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