Sage Mountain Advisors »

Invesco Exchange W&p 500 Qualit equities shares owned by Sage Mountain Advisors

Quarter-by-quarter ownership of Invesco Exchange W&p 500 Qualit equities (SPHQ) shares owned by Sage Mountain Advisors from 13F filings

Historical chart of Sage Mountain Advisors investment in Invesco Exchange W&p 500 Qualit equities

Tip: Access up to 7 years of quarterly data

All positions including Invesco Exchange W&p 500 Qualit equities held by Sage Mountain Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Invesco Exchange W&p 500 Qualit equities by Sage Mountain Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $11M 153k 73.29
2025-06-30 $11M 152k 71.26
2025-03-31 $9.4M 141k 66.34
2024-12-31 $9.7M 145k 67.03
2024-09-30 $10M 154k 67.27
2024-06-30 $9.5M 149k 63.54
2024-03-31 $9.0M 149k 60.42
2023-12-31 $8.0M 148k 54.08
2023-09-30 $7.8M 157k 50.04
2023-06-30 $8.3M 164k 50.45
2023-03-31 $7.7M 163k 47.32
2022-12-31 $11M 242k 44.00
2022-09-30 $12M 311k 39.74
2022-06-30 $6.7M 160k 42.00
2022-03-31 $6.7M 134k 49.91