Migdal Insurance & Financial Holdings’s Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF XRLV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-930	Closed	-$50K	–	742
2020 Q3	$50K	Sell	930 -180	-16%	-$6.86K	﹤0.01%	568
2020 Q2	$40K	Sell	1,110 -400	-26%	-$13.7K	﹤0.01%	576
2020 Q1	$47K	Hold	1,510	–	–	﹤0.01%	494
2019 Q4	$62K	Sell	1,510 -1,200	-44%	-$47.9K	﹤0.01%	613
2019 Q3	$107K	Buy	2,710 +460	+20%	+$17.9K	﹤0.01%	540
2019 Q2	$87K	Hold	2,250	–	–	﹤0.01%	575
2019 Q1	$82K	Hold	2,250	–	–	﹤0.01%	539
2018 Q4	$73K	Hold	2,250	–	–	﹤0.01%	514
2018 Q3	$82K	Sell	2,250 -70	-3%	-$2.49K	﹤0.01%	613
2018 Q2	$78K	Buy	+2,320	New	+$79.2K	﹤0.01%	547

Other funds holding XRLV

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

Faithward Advisors Lancaster, Pennsylvania $819M AUM 41.44% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Migdal Insurance & Financial Holdings's XRLV Position: Q4 2020 in Review

Migdal Insurance & Financial Holdings sold out of Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF (XRLV) in Q4 2020, closing a stake of 930 shares — an estimated $50K sold.

Migdal Insurance & Financial Holdings first reported a position in XRLV in Q2 2018 and held it in 10 quarters. The position peaked at $107K in Q3 2019. 26 funds tracked by Wall St. Rank hold XRLV as of Q4 2020.

Migdal Insurance & Financial Holdings reported no remaining Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF position as of Q4 2020 after selling out during the quarter.
Migdal Insurance & Financial Holdings sold 930 Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF shares in Q4 2020, an estimated $50K.
Migdal Insurance & Financial Holdings first reported a position in Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF in Q2 2018 and held it in 10 quarters.
Migdal Insurance & Financial Holdings's Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF position peaked at $107K in Q3 2019.
26 funds tracked by Wall St. Rank held Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF as of Q4 2020.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q4 2020, filed 8 Feb 2021.