CIBC Private Wealth Group
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CIBC Private Wealth Group’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

CIBC Private Wealth Group’s Portfolio XSMO Stock Details XSMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-300
Closed -$11K – 1761
2018
Q2 		$11K Buy
+300
New +$10.6K ﹤0.01% 1550

Other funds holding XSMO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

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

CIBC Private Wealth Group sold out of Invesco S&P SmallCap Momentum ETF (XSMO) in Q3 2018, closing a stake of 300 shares — an estimated $11K sold.

CIBC Private Wealth Group first reported a position in XSMO in Q2 2018 and held it in 1 quarter. The position peaked at $11K in Q2 2018. 30 funds tracked by Wall St. Rank hold XSMO as of Q3 2018.

  • CIBC Private Wealth Group reported no remaining Invesco S&P SmallCap Momentum ETF position as of Q3 2018 after selling out during the quarter.
  • CIBC Private Wealth Group sold 300 Invesco S&P SmallCap Momentum ETF shares in Q3 2018, an estimated $11K.
  • CIBC Private Wealth Group first reported a position in Invesco S&P SmallCap Momentum ETF in Q2 2018 and held it in 1 quarter.
  • CIBC Private Wealth Group's Invesco S&P SmallCap Momentum ETF position peaked at $11K in Q2 2018.
  • 30 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q3 2018.

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