Sage Mountain Advisors’s Invesco Water Resources ETF PHO Stock Holding History

Sage Mountain Advisors’s Portfolio PHO Stock Details PHO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-104	Closed	-$7.5K	–	590
2025 Q3	$7.5K	Hold	104	–	–	﹤0.01%	545
2025 Q2	$7.27K	Hold	104	–	–	﹤0.01%	491
2025 Q1	$6.71K	Hold	104	–	–	﹤0.01%	487
2024 Q4	$6.84K	Hold	104	–	–	﹤0.01%	470
2024 Q3	$7.34K	Hold	104	–	–	﹤0.01%	477
2024 Q2	$6.75K	Buy	104 +66	+174%	+$4.34K	﹤0.01%	416
2024 Q1	$2.53K	Buy	+38	New	+$2.36K	﹤0.01%	402

Other funds holding PHO

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

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

SWM

Shepherd Wealth Management Cincinnati, Ohio $181M AUM 21.77% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PWM

Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Sage Mountain Advisors's PHO Position: Q4 2025 in Review

Sage Mountain Advisors sold out of Invesco Water Resources ETF (PHO) in Q4 2025, closing a stake of 104 shares — an estimated $7.5K sold.

Sage Mountain Advisors first reported a position in PHO in Q1 2024 and held it in 7 quarters. The position peaked at $7.5K in Q3 2025. 380 funds tracked by Wall St. Rank hold PHO as of Q4 2025.

Sage Mountain Advisors reported no remaining Invesco Water Resources ETF position as of Q4 2025 after selling out during the quarter.
Sage Mountain Advisors sold 104 Invesco Water Resources ETF shares in Q4 2025, an estimated $7.5K.
Sage Mountain Advisors first reported a position in Invesco Water Resources ETF in Q1 2024 and held it in 7 quarters.
Sage Mountain Advisors's Invesco Water Resources ETF position peaked at $7.5K in Q3 2025.
380 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q4 2025.

Based on Sage Mountain Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.