MIFH
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Migdal Insurance & Financial Holdings’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

Migdal Insurance & Financial Holdings’s Portfolio IGPT Stock Details IGPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-9,147
Closed -$350K – 725
2020
Q2 		$350K Buy
9,147
+2,610
+40% +$89.5K 0.01% 318
2020
Q1 		$187K Buy
6,537
+1,062
+19% +$34.1K ﹤0.01% 312
2019
Q4 		$182K Buy
5,475
+792
+17% +$25.5K ﹤0.01% 435
2019
Q3 		$143K Buy
+4,683
New +$153K ﹤0.01% 509

Other funds holding IGPT

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
DC
Defender Capital Charlotte, North Carolina $308M AUM 4.52% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Migdal Insurance & Financial Holdings's IGPT Position: Q3 2020 in Review

Migdal Insurance & Financial Holdings sold out of Invesco AI and Next Gen Software ETF (IGPT) in Q3 2020, closing a stake of 9,147 shares — an estimated $350K sold.

Migdal Insurance & Financial Holdings first reported a position in IGPT in Q3 2019 and held it in 4 quarters. The position peaked at $350K in Q2 2020. 93 funds tracked by Wall St. Rank hold IGPT as of Q3 2020.

  • Migdal Insurance & Financial Holdings reported no remaining Invesco AI and Next Gen Software ETF position as of Q3 2020 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 9,147 Invesco AI and Next Gen Software ETF shares in Q3 2020, an estimated $350K.
  • Migdal Insurance & Financial Holdings first reported a position in Invesco AI and Next Gen Software ETF in Q3 2019 and held it in 4 quarters.
  • Migdal Insurance & Financial Holdings's Invesco AI and Next Gen Software ETF position peaked at $350K in Q2 2020.
  • 93 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q3 2020.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q3 2020, filed 5 Nov 2020.