Purchases and Sales Made in Q4 2025 in Invesco Indx Tr (BSJR)
This table provides information about the institutional ownership of Invesco Indx Tr (BSJR) during Q4 2025. The information is specifically focused on institutions that hold shares of INVESCO INDX TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2026
Q4 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
774K+ 57.41% |
$17.5M - $17.6M
|
2.12M
$48M
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
81.5K+ 545.45% |
$1.84M - $1.86M
|
96.5K
$2.18M
|
|
|
Jan 29, 2026
Q4 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
52.5K+ 43.51% |
$1.19M - $1.19M
|
173K
$3.91M
|
|
|
Jan 20, 2026
Q4 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
42.1KNew |
$951K - $957K
|
42.1K
$951K
|
|
|
Jan 05, 2026
Q4 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
37.8K+ 44.94% |
$855K - $861K
|
122K
$2.76M
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
BUY
|
- |
27.9KNew |
$631K - $635K
|
27.9K
$631K
|
|
|
Jan 28, 2026
Q4 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
26.1KNew |
$590K - $595K
|
26.1K
$591K
|
|
|
Jan 06, 2026
Q4 2025
|
Collective Family Office LLC
|
BUY
|
- |
26K+ 12.09% |
$589K - $593K
|
241K
$5.46M
|
|
|
Jan 29, 2026
Q4 2025
|
Ubs Group Ag
|
BUY
|
- |
15.7K+ 2.91% |
$354K - $357K
|
554K
$12.5M
|
|
|
Jan 14, 2026
Q4 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
13.3K+ 52.06% |
$302K - $304K
|
39K
$881K
|
|
|
Jan 20, 2026
Q4 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
11.2K+ 67.31% |
$253K - $255K
|
27.9K
$630K
|
|
|
Jan 13, 2026
Q4 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
11.1K+ 70.59% |
$251K - $253K
|
26.9K
$607K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
10.2KNew |
$231K - $233K
|
10.2K
$231K
|
|
|
Jan 20, 2026
Q4 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
9.13KNew |
$206K - $208K
|
9.13K
$207K
|
|
|
Jan 14, 2026
Q4 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
8.9KNew |
$201K - $203K
|
8.9K
$201K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
7.78K+ 21.23% |
$176K - $177K
|
44.4K
$1M
|
|
|
Jan 22, 2026
Q4 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
6.83K+ 20.5% |
$154K - $155K
|
40.1K
$907K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.33K+ 45.75% |
$143K - $144K
|
20.2K
$456K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.63K+ 10.56% |
$82.1K - $82.6K
|
38K
$860K
|
|
|
Jan 12, 2026
Q4 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
3.61K+ 284.55% |
$81.6K - $82.2K
|
4.88K
$110K
|
|
|
Jan 14, 2026
Q4 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
3.36K+ 17.69% |
$76K - $76.5K
|
22.4K
$506K
|
|
|
Jan 30, 2026
Q4 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
2.08K+ 3.91% |
$47.1K - $47.4K
|
55.3K
$1.25M
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
462+ 68.14% |
$10.4K - $10.5K
|
1.14K
$25.8K
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
460+ 1.4% |
$10.4K - $10.5K
|
33.4K
$755K
|
|
|
Jan 14, 2026
Q4 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
445+ 44.5% |
$10.1K - $10.1K
|
1.45K
$32.7K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
300+ 2.06% |
$6.78K - $6.83K
|
14.9K
$336K
|
|
|
Jan 14, 2026
Q4 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
29+ 0.1% |
$655 - $660
|
29.6K
$670K
|
|
|
Jan 26, 2026
Q4 2025
|
Private Trust CO Na
|
SELL
|
- |
-27- 0.52% |
$610 - $615
|
5.18K
$117K
|
|
|
Jan 28, 2026
Q4 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-125- 0.19% |
$2.83K - $2.85K
|
65.1K
$1.47M
|
|
|
Jan 29, 2026
Q4 2025
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-447- 2.23% |
$10.1K - $10.2K
|
19.6K
$443K
|
|
|
Jan 14, 2026
Q4 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-549- 2.14% |
$12.4K - $12.5K
|
25.1K
$568K
|
|
|
Jan 28, 2026
Q4 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.2K- 6.01% |
$27.1K - $27.3K
|
18.8K
$424K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.4K- 37.94% |
$31.6K - $31.9K
|
2.29K
$51.8K
|
|
|
Jan 14, 2026
Q4 2025
|
Wespac Advisors, LLC
|
SELL
|
- |
-1.44K- 10.31% |
$32.5K - $32.8K
|
12.5K
$283K
|
|
|
Jan 09, 2026
Q4 2025
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-6.72K- 8.32% |
$152K - $153K
|
74.1K
$1.68M
|
|
|
Jan 15, 2026
Q4 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-7.36K- 1.95% |
$166K - $167K
|
370K
$8.37M
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
SELL
|
- |
-9.29K- 9.8% |
$210K - $211K
|
85.6K
$1.93M
|
|
|
Jan 14, 2026
Q4 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-17.1K- 23.1% |
$386K - $389K
|
56.9K
$1.29M
|
|
|
Jan 29, 2026
Q4 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-45.7K- 9.39% |
$1.03M - $1.04M
|
441K
$9.96M
|
|
|
Jan 30, 2026
Q4 2025
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-106K- 88.21% |
$2.4M - $2.41M
|
14.2K
$321K
|
|
|
Jan 16, 2026
Q4 2025
|
Evexia Wealth LLC
Stevens Point, WI |
SELL
|
- |
-143K- 92.06% |
$3.24M - $3.26M
|
12.4K
$279K
|
|