MIFH
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Migdal Insurance & Financial Holdings’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

Migdal Insurance & Financial Holdings’s Portfolio SPMO Stock Details SPMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.2M Sell
26,205
-21,301
-45% -$3M 0.03% 100
2026
Q1 		$5.33M Buy
47,506
+3,029
+7% +$358K 0.05% 97
2025
Q4 		$5.32M Buy
44,477
+38,218
+611% +$4.58M 0.05% 100
2025
Q3 		$758K Buy
+6,259
New +$729K 0.01% 153

Other funds holding SPMO

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
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Migdal Insurance & Financial Holdings reduced its Invesco S&P 500 Momentum ETF (SPMO) stake by 45% in Q2 2026, selling an estimated $3M and leaving 26,205 shares worth $4.2M. The position accounts for 0.03% of the portfolio, ranked #100.

Migdal Insurance & Financial Holdings first reported a position in SPMO in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.33M in Q1 2026. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

  • Migdal Insurance & Financial Holdings held 26,205 shares of Invesco S&P 500 Momentum ETF worth $4.2M as of Q2 2026.
  • Migdal Insurance & Financial Holdings sold 21,301 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $3M.
  • Invesco S&P 500 Momentum ETF made up 0.03% of Migdal Insurance & Financial Holdings's portfolio in Q2 2026, its #100 holding.
  • Migdal Insurance & Financial Holdings first reported a position in Invesco S&P 500 Momentum ETF in Q3 2025 and has held it in 4 quarters since.
  • Migdal Insurance & Financial Holdings's Invesco S&P 500 Momentum ETF position peaked at $5.33M in Q1 2026.
  • 764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

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