Accel Wealth Management’s Invesco Senior Loan ETF BKLN Stock Holding History

Accel Wealth Management’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
2023 Q2	–	Sell	-2,680	Closed	-$55.7K	–	243
2023 Q1	$55.7K	Buy	2,680 +50	+2%	+$1.05K	0.02%	452
2022 Q4	$54K	Buy	2,630 +52	+2%	+$1.08K	0.03%	346
2022 Q3	$53K	Buy	2,578 +29	+1%	+$605	0.03%	349
2022 Q2	$53K	Buy	2,549 +222	+10%	+$4.7K	0.03%	334
2022 Q1	$51K	Buy	2,327 +317	+16%	+$6.93K	0.03%	377
2021 Q4	$44K	Buy	+2,010	New	+$44.4K	0.02%	399

Other funds holding BKLN

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Accel Wealth Management's BKLN Position: Q2 2023 in Review

Accel Wealth Management sold out of Invesco Senior Loan ETF (BKLN) in Q2 2023, closing a stake of 2,680 shares — an estimated $55.7K sold.

Accel Wealth Management first reported a position in BKLN in Q4 2021 and held it in 6 quarters. The position peaked at $55.7K in Q1 2023. 416 funds tracked by Wall St. Rank hold BKLN as of Q2 2023.

Accel Wealth Management reported no remaining Invesco Senior Loan ETF position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 2,680 Invesco Senior Loan ETF shares in Q2 2023, an estimated $55.7K.
Accel Wealth Management first reported a position in Invesco Senior Loan ETF in Q4 2021 and held it in 6 quarters.
Accel Wealth Management's Invesco Senior Loan ETF position peaked at $55.7K in Q1 2023.
416 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.