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UMB Bank’s Invesco Equal Weight 0-30 Year Treasury ETF GOVI Stock Holding History

UMB Bank’s Portfolio GOVI Stock Details GOVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-237
Closed -$6.35K – 1666
2023
Q3 		$6.35K Buy
+237
New +$6.67K ﹤0.01% 1375

Other funds holding GOVI

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CWM
Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

UMB Bank's GOVI Position: Q4 2023 in Review

UMB Bank sold out of Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) in Q4 2023, closing a stake of 237 shares — an estimated $6.35K sold.

UMB Bank first reported a position in GOVI in Q3 2023 and held it in 1 quarter. The position peaked at $6.35K in Q3 2023. 56 funds tracked by Wall St. Rank hold GOVI as of Q4 2023.

  • UMB Bank reported no remaining Invesco Equal Weight 0-30 Year Treasury ETF position as of Q4 2023 after selling out during the quarter.
  • UMB Bank sold 237 Invesco Equal Weight 0-30 Year Treasury ETF shares in Q4 2023, an estimated $6.35K.
  • UMB Bank first reported a position in Invesco Equal Weight 0-30 Year Treasury ETF in Q3 2023 and held it in 1 quarter.
  • UMB Bank's Invesco Equal Weight 0-30 Year Treasury ETF position peaked at $6.35K in Q3 2023.
  • 56 funds tracked by Wall St. Rank held Invesco Equal Weight 0-30 Year Treasury ETF as of Q4 2023.

Based on UMB Bank's 13F filing for Q4 2023, filed 23 Jan 2024.