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Aaron Wealth Advisors’s Invesco Senior Loan ETF BKLN Stock Holding History

Aaron Wealth Advisors’s Portfolio BKLN Stock Details BKLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-10,000
Closed -$202K – 228
2022
Q2 		$202K Sell
10,000
-584
-6% -$12.4K 0.05% 181
2022
Q1 		$230K Buy
+10,584
New +$231K 0.05% 182

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State of Wisconsin Investment Board
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Goldman Sachs
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BNP Paribas Financial Markets
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Bank of America
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
DADC
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Aaron Wealth Advisors's BKLN Position: Q3 2022 in Review

Aaron Wealth Advisors sold out of Invesco Senior Loan ETF (BKLN) in Q3 2022, closing a stake of 10,000 shares — an estimated $202K sold.

Aaron Wealth Advisors first reported a position in BKLN in Q1 2022 and held it in 2 quarters. The position peaked at $230K in Q1 2022. 385 funds tracked by Wall St. Rank hold BKLN as of Q3 2022.

  • Aaron Wealth Advisors reported no remaining Invesco Senior Loan ETF position as of Q3 2022 after selling out during the quarter.
  • Aaron Wealth Advisors sold 10,000 Invesco Senior Loan ETF shares in Q3 2022, an estimated $202K.
  • Aaron Wealth Advisors first reported a position in Invesco Senior Loan ETF in Q1 2022 and held it in 2 quarters.
  • Aaron Wealth Advisors's Invesco Senior Loan ETF position peaked at $230K in Q1 2022.
  • 385 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q3 2022.

Based on Aaron Wealth Advisors's 13F filing for Q3 2022, filed 21 Oct 2022.