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
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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Baird Financial Group's PIZ Position: Q1 2022 in Review

Baird Financial Group sold out of Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q1 2022, closing a stake of 53,523 shares — an estimated $2.16M sold.

Baird Financial Group first reported a position in PIZ in Q2 2015 and held it in 15 quarters. The position peaked at $3.05M in Q2 2015. 50 funds tracked by Wall St. Rank hold PIZ as of Q1 2022.

Baird Financial Group reported no remaining Invesco Dorsey Wright Developed Markets Momentum ETF position as of Q1 2022 after selling out during the quarter.
Baird Financial Group sold 53,523 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q1 2022, an estimated $2.16M.
Baird Financial Group first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q2 2015 and held it in 15 quarters.
Baird Financial Group's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $3.05M in Q2 2015.
50 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q1 2022.

Based on Baird Financial Group's 13F filing for Q1 2022, filed 13 May 2022.