CIBC Private Wealth Group
XLG icon

CIBC Private Wealth Group’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

CIBC Private Wealth Group’s Portfolio XLG Stock Details XLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$133K Buy
2,236
+141
+7% +$8.29K ﹤0.01% 1380
2025
Q3 		$121K Buy
2,095
+1,095
+110% +$59.9K ﹤0.01% 1413
2025
Q2 		$52.1K Hold
1,000
– – ﹤0.01% 1644
2025
Q1 		$40.9K Sell
1,000
-494
-33% -$24.4K ﹤0.01% 1701
2024
Q4 		$75.1K Buy
1,494
+454
+44% +$22.4K ﹤0.01% 1520
2024
Q3 		$49.4K Sell
1,040
-10
-1% -$460 ﹤0.01% 1781
2024
Q2 		$49.7K Sell
1,050
-65
-6% -$2.79K ﹤0.01% 1678
2024
Q1 		$47K Buy
+1,115
New +$44.8K ﹤0.01% 1709

Other funds holding XLG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

CIBC Private Wealth Group increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 6.7% in Q4 2025, buying an estimated $8.29K and bringing the position to 2,236 shares worth $133K. The position accounts for ﹤0.01% of the portfolio, ranked #1380.

CIBC Private Wealth Group first reported a position in XLG in Q1 2024 and has held it in 8 quarters since. 641 funds tracked by Wall St. Rank hold XLG as of Q4 2025.

  • CIBC Private Wealth Group held 2,236 shares of Invesco S&P 500 Top 50 ETF worth $133K as of Q4 2025.
  • CIBC Private Wealth Group bought 141 Invesco S&P 500 Top 50 ETF shares in Q4 2025, an estimated $8.29K.
  • Invesco S&P 500 Top 50 ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1380 holding.
  • CIBC Private Wealth Group first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2024 and has held it in 8 quarters since.
  • 641 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q4 2025.

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