Migdal Insurance & Financial Holdings’s Invesco S&P 500 Pure Value ETF RPV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-2,710	Closed	-$280K	–	419
2025 Q4	$280K	Buy	+2,710	New	+$273K	﹤0.01%	198
2024 Q4	–	Sell	-160	Closed	-$14K	–	460
2024 Q3	$14K	Sell	160 -150	-48%	-$13K	﹤0.01%	323
2024 Q2	$26K	Hold	310	–	–	﹤0.01%	343
2024 Q1	$27K	Sell	310 -22,678	-99%	-$1.88M	﹤0.01%	290
2023 Q4	$1.89M	Sell	22,988 -2,432	-10%	-$182K	0.04%	119
2023 Q3	$1.87M	Sell	25,420 -43,298	-63%	-$3.35M	0.04%	117
2023 Q2	$5.33M	Buy	68,718 +63,178	+1,140%	+$4.72M	0.12%	87
2023 Q1	$414K	Buy	+5,540	New	+$450K	0.01%	195
2022 Q3	–	Sell	-99,468	Closed	-$7.46M	–	596
2022 Q2	$7.46M	Buy	99,468 +42,645	+75%	+$3.5M	0.17%	72
2022 Q1	$4.87M	Buy	+56,823	New	+$4.75M	0.08%	97

Other funds holding RPV

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MLM

Mount Lucas Management Newtown, Pennsylvania $281M AUM 36.14% 1-Year Est. Return

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

FDDB

Fidelity D&D Bancorp Dunmore, Pennsylvania $291M AUM 20.72% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Migdal Insurance & Financial Holdings sold out of Invesco S&P 500 Pure Value ETF (RPV) in Q1 2026, closing a stake of 2,710 shares — an estimated $280K sold.

Migdal Insurance & Financial Holdings first reported a position in RPV in Q1 2022 and held it in 10 quarters. The position peaked at $7.46M in Q2 2022. 228 funds tracked by Wall St. Rank hold RPV as of Q1 2026.

Migdal Insurance & Financial Holdings reported no remaining Invesco S&P 500 Pure Value ETF position as of Q1 2026 after selling out during the quarter.
Migdal Insurance & Financial Holdings sold 2,710 Invesco S&P 500 Pure Value ETF shares in Q1 2026, an estimated $280K.
Migdal Insurance & Financial Holdings first reported a position in Invesco S&P 500 Pure Value ETF in Q1 2022 and held it in 10 quarters.
Migdal Insurance & Financial Holdings's Invesco S&P 500 Pure Value ETF position peaked at $7.46M in Q2 2022.
228 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Value ETF as of Q1 2026.

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