MIFH
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Migdal Insurance & Financial Holdings’s Invesco Preferred ETF PGX Stock Holding History

Migdal Insurance & Financial Holdings’s Portfolio PGX Stock Details PGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-850,000
Closed -$9.46M – 381
2025
Q2 		$9.46M Hold
850,000
– – 0.11% 87
2025
Q1 		$9.54M Buy
+850,000
New +$9.84M 0.13% 88

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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SAMC
Spectrum Asset Management (Connecticut) Stamford, Connecticut $50M AUM 2.62% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Migdal Insurance & Financial Holdings's PGX Position: Q3 2025 in Review

Migdal Insurance & Financial Holdings sold out of Invesco Preferred ETF (PGX) in Q3 2025, closing a stake of 850,000 shares — an estimated $9.46M sold.

Migdal Insurance & Financial Holdings first reported a position in PGX in Q1 2025 and held it in 2 quarters. The position peaked at $9.54M in Q1 2025. 401 funds tracked by Wall St. Rank hold PGX as of Q3 2025.

  • Migdal Insurance & Financial Holdings reported no remaining Invesco Preferred ETF position as of Q3 2025 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 850,000 Invesco Preferred ETF shares in Q3 2025, an estimated $9.46M.
  • Migdal Insurance & Financial Holdings first reported a position in Invesco Preferred ETF in Q1 2025 and held it in 2 quarters.
  • Migdal Insurance & Financial Holdings's Invesco Preferred ETF position peaked at $9.54M in Q1 2025.
  • 401 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q3 2025.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q3 2025, filed 30 Oct 2025.