Baird Financial Group
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Baird Financial Group’s Invesco Bloomberg Pricing Power ETF POWA Stock Holding History

Baird Financial Group’s Portfolio POWA Stock Details POWA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-5,010
Closed -$233K – 1356
2018
Q2 		$233K Buy
+5,010
New +$233K ﹤0.01% 1212

Other funds holding POWA

BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JFM
Jackson Financial Management Costa Mesa, California $194M AUM 21.54% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Baird Financial Group's POWA Position: Q3 2018 in Review

Baird Financial Group sold out of Invesco Bloomberg Pricing Power ETF (POWA) in Q3 2018, closing a stake of 5,010 shares — an estimated $233K sold.

Baird Financial Group first reported a position in POWA in Q2 2018 and held it in 1 quarter. The position peaked at $233K in Q2 2018. 43 funds tracked by Wall St. Rank hold POWA as of Q3 2018.

  • Baird Financial Group reported no remaining Invesco Bloomberg Pricing Power ETF position as of Q3 2018 after selling out during the quarter.
  • Baird Financial Group sold 5,010 Invesco Bloomberg Pricing Power ETF shares in Q3 2018, an estimated $233K.
  • Baird Financial Group first reported a position in Invesco Bloomberg Pricing Power ETF in Q2 2018 and held it in 1 quarter.
  • Baird Financial Group's Invesco Bloomberg Pricing Power ETF position peaked at $233K in Q2 2018.
  • 43 funds tracked by Wall St. Rank held Invesco Bloomberg Pricing Power ETF as of Q3 2018.

Based on Baird Financial Group's 13F filing for Q3 2018, filed 13 Nov 2018.