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

Acorn 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
2018
Q3 		– Sell
-787
Closed -$18K – 151
2018
Q2 		$18K Hold
787
– – 0.02% 407
2018
Q1 		$18K Sell
787
-1,091
-58% -$25.2K 0.02% 403
2017
Q4 		$43K Buy
+1,878
New +$43.4K 0.04% 276

Other funds holding BKLN

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CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

Acorn Wealth Advisors's BKLN Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of Invesco Senior Loan ETF (BKLN) in Q3 2018, closing a stake of 787 shares — an estimated $18K sold.

Acorn Wealth Advisors first reported a position in BKLN in Q4 2017 and held it in 3 quarters. The position peaked at $43K in Q4 2017. 395 funds tracked by Wall St. Rank hold BKLN as of Q3 2018.

  • Acorn Wealth Advisors reported no remaining Invesco Senior Loan ETF position as of Q3 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 787 Invesco Senior Loan ETF shares in Q3 2018, an estimated $18K.
  • Acorn Wealth Advisors first reported a position in Invesco Senior Loan ETF in Q4 2017 and held it in 3 quarters.
  • Acorn Wealth Advisors's Invesco Senior Loan ETF position peaked at $43K in Q4 2017.
  • 395 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.