Baird Financial Group
DWIN

Baird Financial Group’s Invesco DWA Tactical Multi-Asset Income ETF DWIN Stock Holding History

Baird Financial Group’s Portfolio DWIN Stock Details DWIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-22,012
Closed -$565K – 1593
2019
Q3 		$565K Sell
22,012
-2,066
-9% -$53K ﹤0.01% 1126
2019
Q2 		$611K Buy
+24,078
New +$605K ﹤0.01% 1140

Other funds holding DWIN

AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Baird Financial Group's DWIN Position: Q4 2019 in Review

Baird Financial Group sold out of Invesco DWA Tactical Multi-Asset Income ETF (DWIN) in Q4 2019, closing a stake of 22,012 shares — an estimated $565K sold.

Baird Financial Group first reported a position in DWIN in Q2 2019 and held it in 2 quarters. The position peaked at $611K in Q2 2019. 20 funds tracked by Wall St. Rank hold DWIN as of Q4 2019.

  • Baird Financial Group reported no remaining Invesco DWA Tactical Multi-Asset Income ETF position as of Q4 2019 after selling out during the quarter.
  • Baird Financial Group sold 22,012 Invesco DWA Tactical Multi-Asset Income ETF shares in Q4 2019, an estimated $565K.
  • Baird Financial Group first reported a position in Invesco DWA Tactical Multi-Asset Income ETF in Q2 2019 and held it in 2 quarters.
  • Baird Financial Group's Invesco DWA Tactical Multi-Asset Income ETF position peaked at $611K in Q2 2019.
  • 20 funds tracked by Wall St. Rank held Invesco DWA Tactical Multi-Asset Income ETF as of Q4 2019.

Based on Baird Financial Group's 13F filing for Q4 2019, filed 14 Feb 2020.