Baird Financial Group
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Baird Financial Group’s Invesco Dorsey Wright Energy Momentum ETF PXI Stock Holding History

Baird Financial Group’s Portfolio PXI Stock Details PXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-28,521
Closed -$1.11M – 1247
2017
Q1 		$1.11M Sell
28,521
-1,100
-4% -$45.6K 0.01% 759
2016
Q4 		$1.29M Buy
+29,621
New +$1.25M 0.01% 681
2016
Q3 		– Sell
-12,178
Closed -$462K – 1219
2016
Q2 		$462K Buy
+12,178
New +$449K ﹤0.01% 937

Other funds holding PXI

UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.73B AUM 17.28% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Baird Financial Group's PXI Position: Q2 2017 in Review

Baird Financial Group sold out of Invesco Dorsey Wright Energy Momentum ETF (PXI) in Q2 2017, closing a stake of 28,521 shares — an estimated $1.11M sold.

Baird Financial Group first reported a position in PXI in Q2 2016 and held it in 3 quarters. The position peaked at $1.29M in Q4 2016. 34 funds tracked by Wall St. Rank hold PXI as of Q2 2017.

  • Baird Financial Group reported no remaining Invesco Dorsey Wright Energy Momentum ETF position as of Q2 2017 after selling out during the quarter.
  • Baird Financial Group sold 28,521 Invesco Dorsey Wright Energy Momentum ETF shares in Q2 2017, an estimated $1.11M.
  • Baird Financial Group first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q2 2016 and held it in 3 quarters.
  • Baird Financial Group's Invesco Dorsey Wright Energy Momentum ETF position peaked at $1.29M in Q4 2016.
  • 34 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q2 2017.

Based on Baird Financial Group's 13F filing for Q2 2017, filed 14 Aug 2017.