UMB Bank’s Invesco S&P SmallCap Value with Momentum ETF XSVM Stock Holding History

UMB Bank’s Portfolio XSVM Stock Details XSVM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$39K	Hold	560	–	–	﹤0.01%	1424
2026 Q1	$33.7K	Hold	560	–	–	﹤0.01%	1409
2025 Q4	$32K	Buy	+560	New	+$31.5K	﹤0.01%	1393

Other funds holding XSVM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

360 Financial Wayzata, Minnesota $394M AUM 35.16% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Altman Advisors Chicago, Illinois $279M AUM 38.95% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

UMB Bank's XSVM Position: Q2 2026 in Review

UMB Bank held its Invesco S&P SmallCap Value with Momentum ETF (XSVM) position steady in Q2 2026 at 560 shares worth $39K. The position accounts for ﹤0.01% of the portfolio, ranked #1424.

UMB Bank first reported a position in XSVM in Q4 2025 and has held it in 3 quarters since. 131 funds tracked by Wall St. Rank hold XSVM as of Q2 2026.

UMB Bank held 560 shares of Invesco S&P SmallCap Value with Momentum ETF worth $39K as of Q2 2026.
UMB Bank left its Invesco S&P SmallCap Value with Momentum ETF share count unchanged in Q2 2026.
Invesco S&P SmallCap Value with Momentum ETF made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #1424 holding.
UMB Bank first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q4 2025 and has held it in 3 quarters since.
131 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.