UMB Bank’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

UMB Bank’s Portfolio SPHD Stock Details SPHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-96	Closed	-$4K	–	1781
2022 Q4	$4K	Sell	96 -94	-49%	-$4.04K	﹤0.01%	1472
2022 Q3	$7K	Buy	+190	New	+$8.38K	﹤0.01%	1404
2022 Q1	–	Sell	-53	Closed	-$2K	–	2065
2021 Q4	$2K	Buy	+53	New	+$2.31K	﹤0.01%	1846

Other funds holding SPHD

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

UMB Bank's SPHD Position: Q1 2023 in Review

UMB Bank sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q1 2023, closing a stake of 96 shares — an estimated $4K sold.

UMB Bank first reported a position in SPHD in Q4 2021 and held it in 3 quarters. The position peaked at $7K in Q3 2022. 336 funds tracked by Wall St. Rank hold SPHD as of Q1 2023.

UMB Bank reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q1 2023 after selling out during the quarter.
UMB Bank sold 96 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q1 2023, an estimated $4K.
UMB Bank first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2021 and held it in 3 quarters.
UMB Bank's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $7K in Q3 2022.
336 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q1 2023.

Based on UMB Bank's 13F filing for Q1 2023, filed 11 Apr 2023.