MIFH
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Migdal Insurance & Financial Holdings’s Invesco Variable Rate Preferred ETF VRP Stock Holding History

Migdal Insurance & Financial Holdings’s Portfolio VRP Stock Details VRP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-400,000
Closed -$9.78M – 399
2025
Q2 		$9.78M Hold
400,000
– – 0.12% 85
2025
Q1 		$9.7M Buy
+400,000
New +$9.73M 0.14% 86

Other funds holding VRP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Migdal Insurance & Financial Holdings's VRP Position: Q3 2025 in Review

Migdal Insurance & Financial Holdings sold out of Invesco Variable Rate Preferred ETF (VRP) in Q3 2025, closing a stake of 400,000 shares — an estimated $9.78M sold.

Migdal Insurance & Financial Holdings first reported a position in VRP in Q1 2025 and held it in 2 quarters. The position peaked at $9.78M in Q2 2025. 247 funds tracked by Wall St. Rank hold VRP as of Q3 2025.

  • Migdal Insurance & Financial Holdings reported no remaining Invesco Variable Rate Preferred ETF position as of Q3 2025 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 400,000 Invesco Variable Rate Preferred ETF shares in Q3 2025, an estimated $9.78M.
  • Migdal Insurance & Financial Holdings first reported a position in Invesco Variable Rate Preferred ETF in Q1 2025 and held it in 2 quarters.
  • Migdal Insurance & Financial Holdings's Invesco Variable Rate Preferred ETF position peaked at $9.78M in Q2 2025.
  • 247 funds tracked by Wall St. Rank held Invesco Variable Rate Preferred ETF as of Q3 2025.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q3 2025, filed 30 Oct 2025.