MIFH
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Migdal Insurance & Financial Holdings’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Migdal Insurance & Financial Holdings’s Portfolio SPHD Stock Details SPHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$161K Buy
+3,165
New +$158K ﹤0.01% 220
2025
Q4 		– Sell
-4,248
Closed -$210K – 382
2025
Q3 		$210K Sell
4,248
-3,755
-47% -$183K ﹤0.01% 211
2025
Q2 		$381K Buy
8,003
+2,353
+42% +$111K ﹤0.01% 187
2025
Q1 		$284K Hold
5,650
– – ﹤0.01% 201
2024
Q4 		$273K Sell
5,650
-5,949
-51% -$298K ﹤0.01% 197
2024
Q3 		$587K Buy
11,599
+8,029
+225% +$384K 0.01% 169
2024
Q2 		$158K Buy
3,570
+900
+34% +$39.7K ﹤0.01% 224
2024
Q1 		$119K Sell
2,670
-130
-5% -$5.53K ﹤0.01% 227
2023
Q4 		$119K Hold
2,800
– – ﹤0.01% 255
2023
Q3 		$110K Sell
2,800
-1,600
-36% -$65.9K ﹤0.01% 252
2023
Q2 		$181K Sell
4,400
-8,270
-65% -$340K ﹤0.01% 235
2023
Q1 		$528K Buy
12,670
+6,270
+98% +$273K 0.01% 183
2022
Q4 		$282K Hold
6,400
– – 0.01% 200
2022
Q3 		$253K Buy
6,400
+910
+17% +$40.1K 0.01% 206
2022
Q2 		$242K Buy
5,490
+1,060
+24% +$49.4K 0.01% 221
2022
Q1 		$211K Buy
4,430
+4,298
+3,256% +$196K ﹤0.01% 269
2021
Q4 		$6K Buy
132
+2
+2% +$87 ﹤0.01% 640
2021
Q3 		$6K Hold
130
– – ﹤0.01% 630
2021
Q2 		$6K Hold
130
– – ﹤0.01% 560
2021
Q1 		$6K Hold
130
– – ﹤0.01% 651
2020
Q4 		$5K Hold
130
– – ﹤0.01% 633
2020
Q3 		$4K Hold
130
– – ﹤0.01% 650
2020
Q2 		$4K Hold
130
– – ﹤0.01% 658
2020
Q1 		$4K Hold
130
– – ﹤0.01% 631
2019
Q4 		$6K Sell
130
-1,540
-92% -$66K ﹤0.01% 722
2019
Q3 		$71K Hold
1,670
– – ﹤0.01% 579
2019
Q2 		$70K Buy
1,670
+1,540
+1,185% +$64.8K ﹤0.01% 587
2019
Q1 		$6K Hold
130
– – ﹤0.01% 686
2018
Q4 		$5K Hold
130
– – ﹤0.01% 685
2018
Q3 		$5K Buy
+130
New +$5.41K ﹤0.01% 768
2018
Q1 		– Sell
-1,540
Closed -$65K – 767
2017
Q4 		$65K Buy
1,540
+1,155
+300% +$48.4K ﹤0.01% 397
2017
Q3 		$16K Sell
385
-1,346
-78% -$54.4K ﹤0.01% 520
2017
Q2 		$70K Sell
1,731
-434
-20% -$17.5K ﹤0.01% 372
2017
Q1 		$88K Buy
2,165
+460
+27% +$18.5K ﹤0.01% 367
2016
Q4 		$67K Buy
+1,705
New +$65.5K ﹤0.01% 332

Other funds holding SPHD

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return

Migdal Insurance & Financial Holdings's SPHD Position: Q2 2026 in Review

Migdal Insurance & Financial Holdings opened a new position in Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q2 2026: 3,165 shares worth $161K. The stake represents ﹤0.01% of the portfolio and ranks #220 among its holdings. This is a return to the name: Migdal Insurance & Financial Holdings previously reported a position in SPHD as recently as Q3 2025.

Migdal Insurance & Financial Holdings first reported a position in SPHD in Q4 2016 and has held it in 35 quarters since. The position peaked at $587K in Q3 2024. 355 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

  • Migdal Insurance & Financial Holdings held 3,165 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $161K as of Q2 2026.
  • Invesco S&P 500 High Dividend Low Volatility ETF was a new Migdal Insurance & Financial Holdings position in Q2 2026.
  • Invesco S&P 500 High Dividend Low Volatility ETF made up ﹤0.01% of Migdal Insurance & Financial Holdings's portfolio in Q2 2026, its #220 holding.
  • Migdal Insurance & Financial Holdings first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2016 and has held it in 35 quarters since.
  • Migdal Insurance & Financial Holdings's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $587K in Q3 2024.
  • 355 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q2 2026, filed 10 Aug 2026.