AWA
Aletheian Wealth Advisors’s Invesco Senior Loan ETF BKLN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.56M | Buy |
74,672
+9,631
| +15% | +$201K | 0.77% | 28 |
|
|
2025
Q1 | $1.35M | Buy |
65,041
+1,201
| +2% | +$24.9K | 0.76% | 26 |
|
|
2024
Q4 | $1.35M | Buy |
63,840
+942
| +1% | +$19.8K | 0.8% | 27 |
|
|
2024
Q3 | $1.32M | Buy |
62,898
+2,153
| +4% | +$45.2K | 0.77% | 26 |
|
|
2024
Q2 | $1.28M | Buy |
60,745
+621
| +1% | +$13.1K | 0.67% | 34 |
|
|
2024
Q1 | $1.27M | Buy |
60,124
+4,741
| +9% | +$100K | 0.69% | 34 |
|
|
2023
Q4 | $1.17M | Buy |
55,383
+2,308
| +4% | +$48.9K | 0.78% | 33 |
|
|
2023
Q3 | $1.11M | Sell |
53,075
-3,623
| -6% | -$76K | 0.85% | 32 |
|
|
2023
Q2 | $1.19M | Buy |
56,698
+2,306
| +4% | +$48.5K | 0.82% | 34 |
|
|
2023
Q1 | $1.13M | Sell |
54,392
-982
| -2% | -$20.4K | 1% | 24 |
|
|
2022
Q4 | $1.14M | Sell |
55,374
-6,809
| -11% | -$140K | 0.98% | 27 |
|
|
2022
Q3 | $1.26M | Sell |
62,183
-2,143
| -3% | -$43.3K | 1.43% | 21 |
|
|
2022
Q2 | $1.3M | Buy |
64,326
+4,448
| +7% | +$90.2K | 1.32% | 25 |
|
|
2022
Q1 | $1.3M | Buy |
59,878
+18,039
| +43% | +$393K | 1.24% | 24 |
|
|
2021
Q4 | $925K | Buy |
+41,839
| New | +$925K | 0.91% | 26 |
|