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Invesco Water Resource Port shares owned by SageView Advisory Group

Quarter-by-quarter ownership of Invesco Water Resource Port (PHO) shares owned by SageView Advisory Group from 13F filings

Historical chart of SageView Advisory Group investment in Invesco Water Resource Port

Tip: Access up to 7 years of quarterly data

All positions including Invesco Water Resource Port held by SageView Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Water Resource Port by SageView Advisory Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $773k 13k 60.42
2023-09-30 $513k 9.7k 53.18
2023-06-30 $443k 7.9k 56.39

More positions owned by SageView Advisory Group

Ishares Tr Core Us Aggbd Et (Principal) (AGG)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Core Intl Aggr (Principal) (IAGG)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Global Reit Etf (REET)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Apple (AAPL)
Flexshares Tr Mornstar Usmkt (TILT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Ishares Tr National Mun Etf (Principal) (MUB)
Ishares Tr Jpmorgan Usd Emg (Principal) (EMB)

View all positions for SageView Advisory Group

Top funds holding Invesco Water Resource Port

Bank of America Corporation
UBS Group
HighTower Advisors
Commonwealth Equity Services
Royal Bank of Canada
Pnc Financial Services
Wells Fargo & Company
Polianta
Advisor Group Holdings
First National Bank & Trust Co Of Newtown
William Blair $ Company
Hamilton Wealth
Money Design
CWM
Raymond James Financial Services Advisors

View all funds holding Invesco Water Resource Port