CIBC Private Wealth Group
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CIBC Private Wealth Group’s Invesco S&P MidCap Value with Momentum ETF XMVM Stock Holding History

CIBC Private Wealth Group’s Portfolio XMVM Stock Details XMVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-2,081
Closed -$65K – 1755
2018
Q2 		$65K Buy
+2,081
New +$64.2K ﹤0.01% 1112

Other funds holding XMVM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return

CIBC Private Wealth Group's XMVM Position: Q3 2018 in Review

CIBC Private Wealth Group sold out of Invesco S&P MidCap Value with Momentum ETF (XMVM) in Q3 2018, closing a stake of 2,081 shares — an estimated $65K sold.

CIBC Private Wealth Group first reported a position in XMVM in Q2 2018 and held it in 1 quarter. The position peaked at $65K in Q2 2018. 22 funds tracked by Wall St. Rank hold XMVM as of Q3 2018.

  • CIBC Private Wealth Group reported no remaining Invesco S&P MidCap Value with Momentum ETF position as of Q3 2018 after selling out during the quarter.
  • CIBC Private Wealth Group sold 2,081 Invesco S&P MidCap Value with Momentum ETF shares in Q3 2018, an estimated $65K.
  • CIBC Private Wealth Group first reported a position in Invesco S&P MidCap Value with Momentum ETF in Q2 2018 and held it in 1 quarter.
  • CIBC Private Wealth Group's Invesco S&P MidCap Value with Momentum ETF position peaked at $65K in Q2 2018.
  • 22 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q3 2018.

Based on CIBC Private Wealth Group's 13F filing for Q3 2018, filed 14 Nov 2018.