UMB Bank
PFM icon

UMB Bank’s Invesco Dividend Achievers ETF PFM Stock Holding History

UMB Bank’s Portfolio PFM Stock Details PFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$878K Hold
16,000
– – 0.01% 376
2026
Q2 		$887K Hold
16,000
– – 0.01% 377
2026
Q1 		$817K Hold
16,000
– – 0.01% 388
2025
Q4 		$824K Buy
+16,000
New +$819K 0.01% 391

Other funds holding PFM

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Clearstead Advisors
Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Kingswood Wealth Advisors
Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

UMB Bank's PFM Position: Q3 2026 in Review

UMB Bank held its Invesco Dividend Achievers ETF (PFM) position steady in Q3 2026 at 16,000 shares worth $878K. The position accounts for 0.01% of the portfolio, ranked #376.

UMB Bank first reported a position in PFM in Q4 2025 and has held it in 4 quarters since. The position peaked at $887K in Q2 2026. 82 funds tracked by Wall St. Rank hold PFM as of Q3 2026.

  • UMB Bank held 16,000 shares of Invesco Dividend Achievers ETF worth $878K as of Q3 2026.
  • UMB Bank left its Invesco Dividend Achievers ETF share count unchanged in Q3 2026.
  • Invesco Dividend Achievers ETF made up 0.01% of UMB Bank's portfolio in Q3 2026, its #376 holding.
  • UMB Bank first reported a position in Invesco Dividend Achievers ETF in Q4 2025 and has held it in 4 quarters since.
  • UMB Bank's Invesco Dividend Achievers ETF position peaked at $887K in Q2 2026.
  • 82 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q3 2026.

Based on UMB Bank's 13F filing for Q3 2026, filed 6 Nov 2026.