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

Baird’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
2015 Q1	$720K	Buy	+17,377	New	+$712K	0.01%	845

Other funds holding RWL

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return

Beacon Trust Morristown, New Jersey $635M AUM 15.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

MIH

Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return

Baird's RWL Position: Q1 2015 in Review

Baird opened a new position in Invesco S&P 500 Revenue ETF (RWL) in Q1 2015: 17,377 shares worth $720K. The stake represents 0.01% of the portfolio and ranks #845 among its holdings.

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

Baird held 17,377 shares of Invesco S&P 500 Revenue ETF worth $720K as of Q1 2015.
Invesco S&P 500 Revenue ETF was a new Baird position in Q1 2015.
Invesco S&P 500 Revenue ETF made up 0.01% of Baird's portfolio in Q1 2015, its #845 holding.
43 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q1 2015.

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