Umb Bank, N.A. ETFs

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
FPE First Tr Pfd Secs & Income ETF	$0	$60,000 0.0% of portfolio	3,395	Q4 2024 Reduced 50.92%
QQQM Invesco Exchange Traded Fd Tr	$0	$56,000 0.0% of portfolio	250	Q2 2025 Added 66.67%
PFFD Global X Fds U S Pfd ETF (De)	$0	$55,000 0.0% of portfolio	2,962	Q3 2022 Reduced 0.27%
FNDA Schwab Fundamental U S Small C	$0	$54,000 0.0% of portfolio	1,900	Q4 2024 Added 100.0%
AOM Ishares Tr Core Moderate Alloc	$0	$52,000 0.0% of portfolio	1,130	Q2 2025 New
USRT Ishares Core U.S. Reit ETF	$0	$50,000 0.0% of portfolio	900	Q4 2024 Added 30.25%
ESGD Ishares Trust Ishares Esg Awar	$0	$50,000 0.0% of portfolio	568	Q4 2024 New
VNQI Vanguard Global Ex U.S. Real	$0	$49,000 0.0% of portfolio	1,074	Q4 2021 New
NOBL Proshares S&P 500 Dividend Ari	$0	$48,000 0.0% of portfolio	480	Q2 2025 New
CGXU Capital Group Intl Focus Equit	$0	$45,000 0.0% of portfolio	1,671	Q2 2025 New
MDYV Spdr S&P 400 Mid Cap Value ETF	$0	$45,000 0.0% of portfolio	579	Q2 2025 Reduced 40.8%
PRF Invesco Exchange Traded Fd Tr	$0	$42,000 0.0% of portfolio	1,002	Q2 2025 Added 34.5%
SGOL Abrdn Gold ETF Trust	$4.61B	$41,000 0.0% of portfolio	1,303	Q2 2025 New
SCHF Schwab Strategic Tr Intl Eqty	$0	$41,000 0.0% of portfolio	1,900	Q2 2025 Added 35.71%
PDBC Invesco Act Mge Et Cmdt Fd Tr	$0	$38,000 0.0% of portfolio	2,985	Q1 2025 Reduced 92.21%
SCHM Schwab Strategic U.S. Mid Cap	$0	$37,000 0.0% of portfolio	1,323	Q4 2024 Added 200.0%
TAN Invesco ETF Tr Ii Solar ETF	$0	$34,000 0.0% of portfolio	1,000	Q1 2024 Reduced 17.29%
SHYG Ishares 0 5 Year High Yield CO	$0	$34,000 0.0% of portfolio	796	Q1 2025 Reduced 31.85%
SLYV Spdr S&P 600 Small Cap Value E	$0	$31,000 0.0% of portfolio	392	Q2 2025 Reduced 64.1%
PAVE Global X Fds Us Infrastructure	$0	$29,000 0.0% of portfolio	675	Q2 2025 Added 12.5%
IFRA Ishares Tr	$0	$29,000 0.0% of portfolio	595	Q2 2025 New
SMH Vaneck ETF Tr Semiconductor Et	$0	$27,000 0.0% of portfolio	100	Q2 2025 New
RFV Invesco Exchange Traded Fd Tr	$0	$24,000 0.0% of portfolio	200	Q2 2025 Added 100.0%
KWEB Kraneshares Tr Csi China Inter	$0	$23,000 0.0% of portfolio	693	Q2 2025 New
JEPI J P Morgan Exchange Traded Fd	$0	$22,000 0.0% of portfolio	400	Q2 2025 New
SJNK Spdr Bloomberg Short Term High	$0	$20,000 0.0% of portfolio	800	Q1 2025 Reduced 16.84%
XLB Select Sector Spdr Fd Material	$0	$18,000 0.0% of portfolio	212	Q4 2024 Reduced 30.49%
BIL Spdr Bloomberg 1 3 Month T Bil	$0	$15,000 0.0% of portfolio	166	Q2 2025 Added 374.29%
XLY Select Sector Spdr Consumer Di	$0	$14,000 0.0% of portfolio	66	Q2 2025 Reduced 86.16%
DIA Spdr Dow Jones Industrial Average ETF Trust	$0	$14,000 0.0% of portfolio	33	Q2 2024 Reduced 99.09%
SPDW Spdr Ser Tr Fds Spdr Portfolio	$0	$12,000 0.0% of portfolio	297	Q3 2023 New
SLYG Spdr S&P 600 Small Cap Growth	$0	$11,000 0.0% of portfolio	132	Q3 2024 Reduced 61.52%
MDYG Spdr S&P 400 Mid Cap Growth Et	$0	$11,000 0.0% of portfolio	128	Q1 2025 Reduced 65.03%
DWX Spdr Index Shs Fds S&P Intl Di	$0	$10,000 0.0% of portfolio	250	Q2 2024 Reduced 50.0%
FRDM Ea Ser Tr Freedom 100 Emerging	$0	$8,000 0.0% of portfolio	200	Q1 2025 New
GSSC Goldman Sachs ETF Tr Activebet	$0	$7,000 0.0% of portfolio	116	Q2 2025 Reduced 54.86%
EFV Msci Eafe Value ETF	$0	$6,000 0.0% of portfolio	107	Q2 2025 Reduced 22.46%
XAR Spdr S&P Aerospace & Defense E	$0	$6,000 0.0% of portfolio	30	Q2 2025 New
SPTL Spdr Portfolio Long Term Treas	$0	$6,000 0.0% of portfolio	239	Q2 2025 New
GDX Vaneck ETF Tr Gold Miners ETF	$0	$6,000 0.0% of portfolio	125	Q2 2025 Added 66.67%
IDV Ishares Tr	$0	$4,000 0.0% of portfolio	126	Q2 2025 New
LIT Global X Fds Global X Lithium	$0	$2,000 0.0% of portfolio	70	Q1 2024 Reduced 75.78%
GEM Goldman Sachs ETF Tr Actvebeta	$0	$1,000 0.0% of portfolio	27	Q2 2025 Reduced 90.53%
IBLC Ishares Tr Blockchain & Tech E	$0	$1,000 0.0% of portfolio	49	Q2 2025 Added 122.73%
RYH Invesco S&P 500 Equal Weight H	$0	$0 0.0% of portfolio	29,000	Q3 2023 Added 900.0%

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