UMB Bank
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UMB Bank’s Westwood Salient Enhanced Energy Income ETF WEEI Stock Holding History

UMB Bank’s Portfolio WEEI Stock Details WEEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$48.4K Hold
2,000
– – ﹤0.01% 1316
2026
Q2 		$44.2K Buy
+2,000
New +$47.2K ﹤0.01% 1384

Other funds holding WEEI

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
BSC
BOLTON SECURITIES CORPORATION Bolton, Massachusetts $2.66B AUM 30.52% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Chapin Davis
Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Nottingham Advisors
Nottingham Advisors Amherst, New York $817M AUM 8.22% 1-Year Est. Return
Per Stirling Capital Management
Per Stirling Capital Management Austin, Texas $1.05B AUM 15.77% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Founders Financial Alliance
Founders Financial Alliance Raleigh, North Carolina $723M AUM 19.75% 1-Year Est. Return

UMB Bank's WEEI Position: Q3 2026 in Review

UMB Bank held its Westwood Salient Enhanced Energy Income ETF (WEEI) position steady in Q3 2026 at 2,000 shares worth $48.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1316.

UMB Bank first reported a position in WEEI in Q2 2026 and has held it in 2 quarters since. 16 funds tracked by Wall St. Rank hold WEEI as of Q3 2026.

  • UMB Bank held 2,000 shares of Westwood Salient Enhanced Energy Income ETF worth $48.4K as of Q3 2026.
  • UMB Bank left its Westwood Salient Enhanced Energy Income ETF share count unchanged in Q3 2026.
  • Westwood Salient Enhanced Energy Income ETF made up ﹤0.01% of UMB Bank's portfolio in Q3 2026, its #1316 holding.
  • UMB Bank first reported a position in Westwood Salient Enhanced Energy Income ETF in Q2 2026 and has held it in 2 quarters since.
  • 16 funds tracked by Wall St. Rank held Westwood Salient Enhanced Energy Income ETF as of Q3 2026.

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