Baird Financial Group
PIZ icon

Baird Financial Group’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

Baird Financial Group’s Portfolio PIZ Stock Details PIZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.43M Buy
+61,337
New +$3.42M ﹤0.01% 908
2022
Q1 		– Sell
-53,523
Closed -$2.16M – 1907
2021
Q4 		$2.16M Sell
53,523
-331
-0.6% -$13.1K 0.01% 907
2021
Q3 		$2.04M Buy
+53,854
New +$2.16M 0.01% 941
2020
Q2 		– Sell
-40,191
Closed -$910K – 1566
2020
Q1 		$910K Sell
40,191
-58,381
-59% -$1.58M ﹤0.01% 913
2019
Q4 		$2.84M Buy
98,572
+1,585
+2% +$43.5K 0.01% 675
2019
Q3 		$2.56M Buy
96,987
+4,635
+5% +$124K 0.01% 701
2019
Q2 		$2.5M Buy
92,352
+10,518
+13% +$278K 0.01% 729
2019
Q1 		$2.12M Buy
81,834
+4,397
+6% +$109K 0.01% 645
2018
Q4 		$1.78M Buy
77,437
+2,348
+3% +$57.2K 0.01% 665
2018
Q3 		$2.06M Buy
75,089
+2,821
+4% +$78.5K 0.01% 658
2018
Q2 		$1.99M Buy
72,268
+34,026
+89% +$956K 0.01% 654
2018
Q1 		$1.07M Sell
38,242
-484
-1% -$13.7K 0.01% 808
2017
Q4 		$1.07M Buy
38,726
+3,691
+11% +$101K 0.01% 799
2017
Q3 		$948K Buy
+35,035
New +$924K 0.01% 812
2015
Q4 		– Sell
-59,734
Closed -$1.34M – 1266
2015
Q3 		$1.34M Sell
59,734
-67,984
-53% -$1.6M 0.01% 623
2015
Q2 		$3.05M Buy
+127,718
New +$3.25M 0.03% 453

Other funds holding PIZ

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AFS
Axiom Financial Strategies New Albany, Indiana $319M AUM 21.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Baird Financial Group's PIZ Position: Q2 2026 in Review

Baird Financial Group opened a new position in Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q2 2026: 61,337 shares worth $3.43M. The stake represents ﹤0.01% of the portfolio and ranks #908 among its holdings. This is a return to the name: Baird Financial Group previously reported a position in PIZ as recently as Q4 2021.

Baird Financial Group first reported a position in PIZ in Q2 2015 and has held it in 16 quarters since. 117 funds tracked by Wall St. Rank hold PIZ as of Q2 2026.

  • Baird Financial Group held 61,337 shares of Invesco Dorsey Wright Developed Markets Momentum ETF worth $3.43M as of Q2 2026.
  • Invesco Dorsey Wright Developed Markets Momentum ETF was a new Baird Financial Group position in Q2 2026.
  • Invesco Dorsey Wright Developed Markets Momentum ETF made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #908 holding.
  • Baird Financial Group first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q2 2015 and has held it in 16 quarters since.
  • 117 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.