Axim Planning & Wealth Invesco Indx Tr Transaction History

Axim Planning & Wealth

$122 Million
Q3 2025

A detailed history of Axim Planning & Wealth transactions in Invesco Indx Tr stock. As of the latest transaction made, Axim Planning & Wealth holds 28,729 shares of BSJR stock, worth $649,562. This represents 0.54% of its overall portfolio holdings.

Number of Shares

28,729

Holding current value

$649,562

% of portfolio

0.54%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 05, 2025	BUY	$22.64 - $22.85 $650,424 - $656,457	28,729 New	28,729 $653,000

Others Institutions Holding BSJR

# of Institutions

142

Shares Held

15.3M

Call Options Held

Put Options Held

Mirador Capital Partners LP

1.35M
Shares

$30.5 Million
4.52% of portfolio
Lpl Financial LLC Fort Mill, SC

1.09M
Shares

$24.6 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.03M
Shares

$23.3 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

928K
Shares

$21 Million
0.0% of portfolio
Cetera Investment Advisers Schaumburg, IL

759K
Shares

$17.2 Million
0.03% of portfolio

View Full List

About INVESCO INDX TR

Ticker BSJR
Sector ETFs
Industry ETFs

More about BSJR

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