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Alpha Cubed Investments’s Invesco Senior Loan ETF BKLN Stock Holding History

Alpha Cubed Investments’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
Q4 		– Sell
-8,910
Closed -$206K – 234
2018
Q3 		$206K Buy
+8,910
New +$205K 0.02% 293
2014
Q3 		– Sell
-94,339
Closed -$2.35M – 150
2014
Q2 		$2.35M Buy
94,339
+29,097
+45% +$722K 1.05% 30
2014
Q1 		$1.62M Buy
65,242
+36,069
+124% +$897K 0.84% 38
2013
Q4 		$726K Buy
+29,173
New +$723K 0.26% 124

Other funds holding BKLN

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return