MIFH
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Migdal Insurance & Financial Holdings’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Migdal Insurance & Financial Holdings’s Portfolio BSCR Stock Details BSCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$924K Sell
47,092
-11,402
-19% -$225K 0.01% 142
2025
Q4 		$1.16M Buy
58,494
+10,402
+22% +$205K 0.01% 133
2025
Q3 		$948K Sell
48,092
-2,681
-5% -$52.8K 0.01% 145
2025
Q2 		$998K Buy
50,773
+7,646
+18% +$150K 0.01% 143
2025
Q1 		$845K Buy
43,127
+23,403
+119% +$457K 0.01% 153
2024
Q4 		$384K Buy
19,724
+8,460
+75% +$165K 0.01% 182
2024
Q3 		$222K Sell
11,264
-3,151
-22% -$61.6K ﹤0.01% 210
2024
Q2 		$277K Buy
14,415
+2,188
+18% +$42K ﹤0.01% 204
2024
Q1 		$236K Buy
12,227
+7,162
+141% +$138K ﹤0.01% 203
2023
Q4 		$99K Buy
+5,065
New +$96K ﹤0.01% 268

Other funds holding BSCR

Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.6B AUM 18.87% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return