Wealth Quarterback LLC Invesco Indx Tr Transaction History

Wealth Quarterback LLC

$265 Million
Q4 2025

A detailed history of Wealth Quarterback LLC transactions in Invesco Indx Tr stock. As of the latest transaction made, Wealth Quarterback LLC holds 10,219 shares of BSJR stock, worth $231,051. This represents 0.09% of its overall portfolio holdings.

Number of Shares

10,219

Holding current value

$231,051

% of portfolio

0.09%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 14, 2026	BUY	$22.6 - $22.76 $230,949 - $232,584	10,219 New	10,219 $231,000

Others Institutions Holding BSJR

# of Institutions

149

Shares Held

18.2M

Call Options Held

Put Options Held

Mirador Capital Partners LP

2.12M
Shares

$48 Million
6.78% of portfolio
Lpl Financial LLC Fort Mill, SC

1.45M
Shares

$32.7 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.07M
Shares

$24.2 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

1.01M
Shares

$22.8 Million
0.0% of portfolio
Cetera Investment Advisers Schaumburg, IL

796K
Shares

$18 Million
0.02% of portfolio

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About INVESCO INDX TR

Ticker BSJR
Sector ETFs
Industry ETFs

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