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Migdal Insurance & Financial Holdings’s Invesco Water Resources ETF PHO Stock Holding History

Migdal Insurance & Financial Holdings’s Portfolio PHO Stock Details PHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-360
Closed -$17K – 586
2022
Q2 		$17K Hold
360
– – ﹤0.01% 484
2022
Q1 		$19K Hold
360
– – ﹤0.01% 519
2021
Q4 		$22K Buy
+360
New +$20.9K ﹤0.01% 552

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

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

Migdal Insurance & Financial Holdings sold out of Invesco Water Resources ETF (PHO) in Q3 2022, closing a stake of 360 shares — an estimated $17K sold.

Migdal Insurance & Financial Holdings first reported a position in PHO in Q4 2021 and held it in 3 quarters. The position peaked at $22K in Q4 2021. 295 funds tracked by Wall St. Rank hold PHO as of Q3 2022.

  • Migdal Insurance & Financial Holdings reported no remaining Invesco Water Resources ETF position as of Q3 2022 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 360 Invesco Water Resources ETF shares in Q3 2022, an estimated $17K.
  • Migdal Insurance & Financial Holdings first reported a position in Invesco Water Resources ETF in Q4 2021 and held it in 3 quarters.
  • Migdal Insurance & Financial Holdings's Invesco Water Resources ETF position peaked at $22K in Q4 2021.
  • 295 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q3 2022.

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