UMB Bank’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

UMB Bank’s Portfolio RSP Stock Details RSP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.9M	Hold	9,899	–	–	0.03%	278
2025 Q4	$1.9M	Sell	9,899 -344	-3%	-$65.3K	0.03%	273
2025 Q3	$1.94M	Sell	10,243 -208	-2%	-$38.8K	0.03%	249
2025 Q2	$1.9M	Sell	10,451 -107	-1%	-$18.5K	0.03%	247
2025 Q1	$1.83M	Buy	10,558 +1,742	+20%	+$310K	0.03%	245
2024 Q4	$1.54M	Sell	8,816 -68	-0.8%	-$12.3K	0.02%	266
2024 Q3	$1.59M	Buy	8,884 +2,835	+47%	+$484K	0.02%	272
2024 Q2	$994K	Hold	6,049	–	–	0.02%	322
2024 Q1	$1.02M	Sell	6,049 -169	-3%	-$27.1K	0.02%	324
2023 Q4	$981K	Sell	6,218 -420	-6%	-$61K	0.01%	335
2023 Q3	$941K	Hold	6,638	–	–	0.02%	328
2023 Q2	$993K	Buy	6,638 +192	+3%	+$27.7K	0.02%	336
2023 Q1	$932K	Buy	6,446 +217	+3%	+$31.8K	0.01%	341
2022 Q4	$880K	Buy	6,229 +1,000	+19%	+$140K	0.01%	353
2022 Q3	$665K	Sell	5,229 -2	-0%	-$282	0.01%	395
2022 Q2	$703K	Hold	5,231	–	–	0.01%	415
2022 Q1	$825K	Hold	5,231	–	–	0.01%	415
2021 Q4	$852K	Buy	+5,231	New	+$827K	0.01%	408
2020 Q4	–	Sell	-5,390	Closed	-$548K	–	366
2020 Q3	$548K	Hold	5,390	–	–	0.02%	251
2020 Q2	$548K	Sell	5,390 -90	-2%	-$8.68K	0.02%	251
2020 Q1	$460K	Sell	5,480 -545	-9%	-$57.9K	0.02%	249
2019 Q4	$697K	Hold	6,025	–	–	0.02%	246
2019 Q3	$651	Sell	6,025 -2,175	-27%	-$233K	0.02%	257
2019 Q2	$884	Sell	8,200 -2,040	-20%	-$216K	0.02%	225
2019 Q1	$1.07M	Buy	10,240 +912	+10%	+$92K	0.03%	210
2018 Q4	$853	Buy	9,328 +1,628	+21%	+$161K	0.03%	211
2018 Q3	$822K	Buy	7,700 +1,340	+21%	+$142K	0.02%	227
2018 Q2	$648K	Sell	6,360 -591	-9%	-$59.9K	0.02%	237
2018 Q1	$691K	Buy	6,951 +1,497	+27%	+$153K	0.02%	228
2017 Q4	$551K	Sell	5,454 -3,105	-36%	-$305K	0.02%	242
2017 Q3	$818K	Buy	8,559 +205	+2%	+$19.2K	0.03%	212
2017 Q2	$774K	Buy	8,354 +535	+7%	+$49.1K	0.03%	211
2017 Q1	$710K	Buy	7,819 +2,869	+58%	+$257K	0.02%	215
2016 Q4	$429K	Sell	4,950 -1,105	-18%	-$93.3K	0.02%	250
2016 Q3	$506K	Buy	6,055 +2,005	+50%	+$167K	0.02%	240
2016 Q2	$325K	Hold	4,050	–	–	0.01%	272
2016 Q1	$318K	Hold	4,050	–	–	0.01%	277
2015 Q4	$310K	Buy	+4,050	New	+$314K	0.01%	285

Other funds holding RSP

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

TPSF

Texas Permanent School Fund Austin, Texas $2.7B AUM 6.73% 1-Year Est. Return

UMB Bank's RSP Position: Q1 2026 in Review

UMB Bank held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q1 2026 at 9,899 shares worth $1.9M. The position accounts for 0.03% of the portfolio, ranked #278.

UMB Bank first reported a position in RSP in Q4 2015 and has held it in 38 quarters since. The position peaked at $1.94M in Q3 2025. 2,212 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

UMB Bank held 9,899 shares of Invesco S&P 500 Equal Weight ETF worth $1.9M as of Q1 2026.
UMB Bank left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q1 2026.
Invesco S&P 500 Equal Weight ETF made up 0.03% of UMB Bank's portfolio in Q1 2026, its #278 holding.
UMB Bank first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2015 and has held it in 38 quarters since.
UMB Bank's Invesco S&P 500 Equal Weight ETF position peaked at $1.94M in Q3 2025.
2,212 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on UMB Bank's 13F filing for Q1 2026, filed 11 May 2026.