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

Baird’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
2015
Q1 		$2.88M Buy
115,688
+20,766
+22% +$510K 0.03% 467
2014
Q4 		$2.28M Sell
94,922
-5,867
-6% -$142K 0.02% 521
2014
Q3 		$2.46M Sell
100,789
-95,912
-49% -$2.45M 0.03% 419
2014
Q2 		$5.18M Buy
196,701
+27,954
+17% +$741K 0.07% 245
2014
Q1 		$4.55M Buy
168,747
+42,258
+33% +$1.12M 0.07% 282
2013
Q4 		$3.35M Buy
+126,489
New +$3.22M 0.06% 356

Other funds holding PIZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HF
Hoxton Financial Shepherdstown, West Virginia $194M AUM 6.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Baird's PIZ Position: Q1 2015 in Review

Baird increased its Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) stake by 22% in Q1 2015, buying an estimated $510K and bringing the position to 115,688 shares worth $2.88M. The position accounts for 0.03% of the portfolio, ranked #467.

Baird first reported a position in PIZ in Q4 2013 and has held it in 6 quarters since. The position peaked at $5.18M in Q2 2014. 59 funds tracked by Wall St. Rank hold PIZ as of Q1 2015.

  • Baird held 115,688 shares of Invesco Dorsey Wright Developed Markets Momentum ETF worth $2.88M as of Q1 2015.
  • Baird bought 20,766 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q1 2015, an estimated $510K.
  • Invesco Dorsey Wright Developed Markets Momentum ETF made up 0.03% of Baird's portfolio in Q1 2015, its #467 holding.
  • Baird first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q4 2013 and has held it in 6 quarters since.
  • Baird's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $5.18M in Q2 2014.
  • 59 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q1 2015.

Based on Baird's 13F filing for Q1 2015, filed 13 May 2015.