Baird Financial Group
RWL icon

Baird Financial Group’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Baird Financial Group’s Portfolio RWL Stock Details RWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$548K Sell
4,772
-1,572
-25% -$185K ﹤0.01% 1444
2025
Q4 		$726K Sell
6,344
-2,853
-31% -$321K ﹤0.01% 1351
2025
Q3 		$1.02M Sell
9,197
-1,589
-15% -$169K ﹤0.01% 1252
2025
Q2 		$1.12M Sell
10,786
-1,516
-12% -$150K ﹤0.01% 1182
2025
Q1 		$1.22M Buy
12,302
+3,848
+46% +$389K ﹤0.01% 1109
2024
Q4 		$828K Buy
+8,454
New +$847K ﹤0.01% 1230
2018
Q1 		– Sell
-22,417
Closed -$1.15M – 1298
2017
Q4 		$1.15M Buy
22,417
+474
+2% +$23.4K 0.01% 781
2017
Q3 		$1.05M Sell
21,943
-797
-4% -$37.3K 0.01% 779
2017
Q2 		$1.06M Buy
22,740
+5,063
+29% +$232K 0.01% 774
2017
Q1 		$804K Buy
17,677
+800
+5% +$36K 0.01% 838
2016
Q4 		$733K Hold
16,877
– – 0.01% 843
2016
Q3 		$705K Hold
16,877
– – 0.01% 845
2016
Q2 		$688K Sell
16,877
-500
-3% -$20.1K 0.01% 845
2016
Q1 		$699K Hold
17,377
– – 0.01% 828
2015
Q4 		$685K Hold
17,377
– – 0.01% 816
2015
Q3 		$655K Hold
17,377
– – 0.01% 834
2015
Q2 		$712K Buy
+17,377
New +$724K 0.01% 853

Other funds holding RWL

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Baird Financial Group's RWL Position: Q1 2026 in Review

Baird Financial Group reduced its Invesco S&P 500 Revenue ETF (RWL) stake by 25% in Q1 2026, selling an estimated $185K and leaving 4,772 shares worth $548K. The position accounts for ﹤0.01% of the portfolio, ranked #1444.

Baird Financial Group first reported a position in RWL in Q2 2015 and has held it in 17 quarters since. The position peaked at $1.22M in Q1 2025. 323 funds tracked by Wall St. Rank hold RWL as of Q1 2026.

  • Baird Financial Group held 4,772 shares of Invesco S&P 500 Revenue ETF worth $548K as of Q1 2026.
  • Baird Financial Group sold 1,572 Invesco S&P 500 Revenue ETF shares in Q1 2026, an estimated $185K.
  • Invesco S&P 500 Revenue ETF made up ﹤0.01% of Baird Financial Group's portfolio in Q1 2026, its #1444 holding.
  • Baird Financial Group first reported a position in Invesco S&P 500 Revenue ETF in Q2 2015 and has held it in 17 quarters since.
  • Baird Financial Group's Invesco S&P 500 Revenue ETF position peaked at $1.22M in Q1 2025.
  • 323 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.