Migdal Insurance & Financial Holdings’s Invesco Dorsey Wright Technology Momentum ETF PTF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-744	Closed	-$57K	–	416
2025 Q4	$57K	Buy	+744	New	+$58.1K	﹤0.01%	262

Other funds holding PTF

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TFA

Transamerica Financial Advisors St. Petersburg, Florida $1.18B AUM 31.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

PFS

Paller Financial Services Centennial, Colorado $134M AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Theory Financial Fort Collins, Colorado $317M AUM 21.14% 1-Year Est. Return

Migdal Insurance & Financial Holdings's PTF Position: Q1 2026 in Review

Migdal Insurance & Financial Holdings sold out of Invesco Dorsey Wright Technology Momentum ETF (PTF) in Q1 2026, closing a stake of 744 shares — an estimated $57K sold.

Migdal Insurance & Financial Holdings first reported a position in PTF in Q4 2025 and held it in 1 quarter. The position peaked at $57K in Q4 2025. 109 funds tracked by Wall St. Rank hold PTF as of Q1 2026.

Migdal Insurance & Financial Holdings reported no remaining Invesco Dorsey Wright Technology Momentum ETF position as of Q1 2026 after selling out during the quarter.
Migdal Insurance & Financial Holdings sold 744 Invesco Dorsey Wright Technology Momentum ETF shares in Q1 2026, an estimated $57K.
Migdal Insurance & Financial Holdings first reported a position in Invesco Dorsey Wright Technology Momentum ETF in Q4 2025 and held it in 1 quarter.
Migdal Insurance & Financial Holdings's Invesco Dorsey Wright Technology Momentum ETF position peaked at $57K in Q4 2025.
109 funds tracked by Wall St. Rank held Invesco Dorsey Wright Technology Momentum ETF as of Q1 2026.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q1 2026, filed 14 May 2026.