Invesco Water Resource Port shares owned by Sage Mountain Advisors
Quarter-by-quarter ownership of Invesco Water Resource Port (PHO) shares owned by Sage Mountain Advisors
from 13F filings
Historical chart of Sage Mountain Advisors investment in Invesco Water Resource Port
Tip: Access up to 7 years of quarterly data
All positions including Invesco Water Resource Port held by Sage Mountain Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Invesco Water Resource Port by Sage Mountain Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.5k | 104 | 72.11 |
| 2025-06-30 | $7.3k | 104 | 69.91 |
| 2025-03-31 | $6.7k | 104 | 64.52 |
| 2024-12-31 | $6.8k | 104 | 65.79 |
| 2024-09-30 | $7.3k | 104 | 70.54 |
| 2024-06-30 | $6.8k | 104 | 64.91 |
| 2024-03-31 | $2.5k | 38 | 66.58 |