CIBC Private Wealth Group
TDV icon

CIBC Private Wealth Group’s ProShares S&P Technology Dividend Aristocrats ETF TDV Stock Holding History

CIBC Private Wealth Group’s Portfolio TDV Stock Details TDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-538
Closed -$41K – 3262
2024
Q4 		$41K Sell
538
-849
-61% -$65.5K ﹤0.01% 1753
2024
Q3 		$107K Buy
+1,387
New +$104K ﹤0.01% 1444

Other funds holding TDV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
GS
GWN Securities Palm Beach Gardens, Florida $523M AUM 20.1% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return

CIBC Private Wealth Group's TDV Position: Q1 2025 in Review

CIBC Private Wealth Group sold out of ProShares S&P Technology Dividend Aristocrats ETF (TDV) in Q1 2025, closing a stake of 538 shares — an estimated $41K sold.

CIBC Private Wealth Group first reported a position in TDV in Q3 2024 and held it in 2 quarters. The position peaked at $107K in Q3 2024. 76 funds tracked by Wall St. Rank hold TDV as of Q1 2025.

  • CIBC Private Wealth Group reported no remaining ProShares S&P Technology Dividend Aristocrats ETF position as of Q1 2025 after selling out during the quarter.
  • CIBC Private Wealth Group sold 538 ProShares S&P Technology Dividend Aristocrats ETF shares in Q1 2025, an estimated $41K.
  • CIBC Private Wealth Group first reported a position in ProShares S&P Technology Dividend Aristocrats ETF in Q3 2024 and held it in 2 quarters.
  • CIBC Private Wealth Group's ProShares S&P Technology Dividend Aristocrats ETF position peaked at $107K in Q3 2024.
  • 76 funds tracked by Wall St. Rank held ProShares S&P Technology Dividend Aristocrats ETF as of Q1 2025.

Based on CIBC Private Wealth Group's 13F filing for Q1 2025, filed 14 May 2025.