Valtinson Bruner Financial Planning LLC Invesco Indx Tr Transaction History

Valtinson Bruner Financial Planning LLC

  • $272 Million
  • Q3 2025

A detailed history of Valtinson Bruner Financial Planning LLC transactions in Invesco Indx Tr stock. As of the latest transaction made, Valtinson Bruner Financial Planning LLC holds 22,183 shares of BSJR stock, worth $501,557. This represents 0.19% of its overall portfolio holdings.

Number of Shares
22,183
Previous 20,413 8.67%
Holding current value
$501,557
Previous $463,000 8.86%
% of portfolio
0.19%
Previous 0.18%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
BUY
$22.64 - $22.85 $40,072 - $40,444
1,770 Added 8.67%
22,183 $504,000
Q2 2025

Aug 06, 2025
BUY
$21.81 - $22.71 $10,316 - $10,741
473 Added 2.37%
20,413 $463,000
Q1 2025

May 14, 2025
BUY
$22.4 - $22.69 $51,609 - $52,277
2,304 Added 13.06%
19,940 $446,000
Q4 2024

Feb 10, 2025
BUY
$22.37 - $22.7 $394,517 - $400,337
17,636 New
17,636 $395,000

Others Institutions Holding BSJR

# of Institutions
147
Shares Held
17.4M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO INDX TR

BSJR Quotes by TradingView
  • Ticker BSJR
  • Sector ETFs
  • Industry ETFs
More about BSJR
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