Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services’s Canadian Imperial Bank of Commerce CM Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio CM Stock Details CM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$379K	Sell	3,940 -186	-5%	-$17.8K	﹤0.01%	2561
2025 Q4	$375K	Buy	4,126 +453	+12%	+$38.9K	﹤0.01%	2716
2025 Q3	$300K	Sell	3,673 -714	-16%	-$53.7K	﹤0.01%	2797
2025 Q2	$316K	Buy	+4,387	New	+$282K	﹤0.01%	2596
2024 Q4	–	Sell	-3,967	Closed	-$243K	–	2978
2024 Q3	$243K	Buy	+3,967	New	+$215K	﹤0.01%	2324
2024 Q1	–	Sell	-4,347	Closed	-$209K	–	2496
2023 Q4	$209K	Buy	+4,347	New	+$174K	﹤0.01%	2071

Other funds holding CM

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Toronto Dominion Bank

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $51.9B AUM 40.86% 1-Year Est. Return

National Bank of Canada

National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return