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Baird’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

Baird’s Portfolio RWJ Stock Details RWJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		$259K Buy
+13,209
New +$249K ﹤0.01% 1151

Other funds holding RWJ

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Baird's RWJ Position: Q1 2015 in Review

Baird opened a new position in Invesco S&P SmallCap 600 Revenue ETF (RWJ) in Q1 2015: 13,209 shares worth $259K. The stake represents ﹤0.01% of the portfolio and ranks #1151 among its holdings.

43 funds tracked by Wall St. Rank hold RWJ as of Q1 2015.

  • Baird held 13,209 shares of Invesco S&P SmallCap 600 Revenue ETF worth $259K as of Q1 2015.
  • Invesco S&P SmallCap 600 Revenue ETF was a new Baird position in Q1 2015.
  • Invesco S&P SmallCap 600 Revenue ETF made up ﹤0.01% of Baird's portfolio in Q1 2015, its #1151 holding.
  • 43 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q1 2015.

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