Migdal Insurance & Financial Holdings’s Invesco S&P 500 Equal Weight Materials ETF RSPM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-21,380	Closed	-$664K	–	597
2022 Q2	$664K	Sell	21,380 -8,965	-30%	-$316K	0.01%	157
2022 Q1	$1.12M	Buy	30,345 +3,285	+12%	+$116K	0.02%	170
2021 Q4	$974K	Sell	27,060 -39,290	-59%	-$1.36M	0.01%	202
2021 Q3	$2.12M	Sell	66,350 -12,860	-16%	-$426K	0.02%	176
2021 Q2	$2.6M	Buy	+79,210	New	+$2.66M	0.03%	168

Other funds holding RSPM

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

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

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

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

Migdal Insurance & Financial Holdings sold out of Invesco S&P 500 Equal Weight Materials ETF (RSPM) in Q3 2022, closing a stake of 21,380 shares — an estimated $664K sold.

Migdal Insurance & Financial Holdings first reported a position in RSPM in Q2 2021 and held it in 5 quarters. The position peaked at $2.6M in Q2 2021. 89 funds tracked by Wall St. Rank hold RSPM as of Q3 2022.

Migdal Insurance & Financial Holdings reported no remaining Invesco S&P 500 Equal Weight Materials ETF position as of Q3 2022 after selling out during the quarter.
Migdal Insurance & Financial Holdings sold 21,380 Invesco S&P 500 Equal Weight Materials ETF shares in Q3 2022, an estimated $664K.
Migdal Insurance & Financial Holdings first reported a position in Invesco S&P 500 Equal Weight Materials ETF in Q2 2021 and held it in 5 quarters.
Migdal Insurance & Financial Holdings's Invesco S&P 500 Equal Weight Materials ETF position peaked at $2.6M in Q2 2021.
89 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Materials ETF as of Q3 2022.

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