CIBC Private Wealth Group
XSLV icon

CIBC Private Wealth Group’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

CIBC Private Wealth Group’s Portfolio XSLV Stock Details XSLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-700
Closed -$34K – 1760
2018
Q2 		$34K Hold
700
– – ﹤0.01% 1269
2018
Q1 		$32K Hold
700
– – ﹤0.01% 1269
2017
Q4 		$32K Buy
+700
New +$32.7K ﹤0.01% 1300

Other funds holding XSLV

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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 XSLV Position: Q3 2018 in Review

CIBC Private Wealth Group sold out of Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q3 2018, closing a stake of 700 shares — an estimated $34K sold.

CIBC Private Wealth Group first reported a position in XSLV in Q4 2017 and held it in 3 quarters. The position peaked at $34K in Q2 2018. 134 funds tracked by Wall St. Rank hold XSLV as of Q3 2018.

  • CIBC Private Wealth Group reported no remaining Invesco S&P SmallCap Low Volatility ETF position as of Q3 2018 after selling out during the quarter.
  • CIBC Private Wealth Group sold 700 Invesco S&P SmallCap Low Volatility ETF shares in Q3 2018, an estimated $34K.
  • CIBC Private Wealth Group first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q4 2017 and held it in 3 quarters.
  • CIBC Private Wealth Group's Invesco S&P SmallCap Low Volatility ETF position peaked at $34K in Q2 2018.
  • 134 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q3 2018.

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