Migdal Insurance & Financial Holdings’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Migdal Insurance & Financial Holdings’s Portfolio PBW Stock Details PBW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-461	Closed	-$21K	–	581
2022 Q2	$21K	Hold	461	–	–	﹤0.01%	464
2022 Q1	$30K	Hold	461	–	–	﹤0.01%	489
2021 Q4	$33K	Buy	461 +205	+80%	+$16.8K	﹤0.01%	509
2021 Q3	$20K	Sell	256 -265	-51%	-$21.7K	﹤0.01%	550
2021 Q2	$49K	Sell	521 -310	-37%	-$26.8K	﹤0.01%	474
2021 Q1	$82K	Sell	831 -94	-10%	-$10.7K	﹤0.01%	490
2020 Q4	$96K	Sell	925 -980	-51%	-$79.4K	﹤0.01%	398
2020 Q3	$116K	Buy	1,905 +65	+4%	+$3.38K	﹤0.01%	463
2020 Q2	$75K	Sell	1,840 -312	-14%	-$10.4K	﹤0.01%	461
2020 Q1	$58K	Buy	+2,152	New	+$76K	﹤0.01%	463

Other funds holding PBW

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ZIG

Zurich Insurance Group Zurich, Switzerland $12.7B AUM 53.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Migdal Insurance & Financial Holdings's PBW Position: Q3 2022 in Review

Migdal Insurance & Financial Holdings sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q3 2022, closing a stake of 461 shares — an estimated $21K sold.

Migdal Insurance & Financial Holdings first reported a position in PBW in Q1 2020 and held it in 10 quarters. The position peaked at $116K in Q3 2020. 193 funds tracked by Wall St. Rank hold PBW as of Q3 2022.

Migdal Insurance & Financial Holdings reported no remaining Invesco WilderHill Clean Energy ETF position as of Q3 2022 after selling out during the quarter.
Migdal Insurance & Financial Holdings sold 461 Invesco WilderHill Clean Energy ETF shares in Q3 2022, an estimated $21K.
Migdal Insurance & Financial Holdings first reported a position in Invesco WilderHill Clean Energy ETF in Q1 2020 and held it in 10 quarters.
Migdal Insurance & Financial Holdings's Invesco WilderHill Clean Energy ETF position peaked at $116K in Q3 2020.
193 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q3 2022.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q3 2022, filed 31 Oct 2022.