Anchor Investment Management’s Invesco Senior Loan ETF BKLN Stock Holding History

Anchor Investment 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
2020 Q4	–	Sell	-400	Closed	-$8.7K	–	925
2020 Q3	$8.7K	Hold	400	–	–	﹤0.01%	677
2020 Q2	$8.54K	Hold	400	–	–	﹤0.01%	654
2020 Q1	$8.18K	Hold	400	–	–	﹤0.01%	649
2019 Q4	$9.13K	Hold	400	–	–	﹤0.01%	656
2019 Q3	$9.04K	Hold	400	–	–	﹤0.01%	647
2019 Q2	$9.06K	Hold	400	–	–	﹤0.01%	640
2019 Q1	$9.06K	Hold	400	–	–	﹤0.01%	636
2018 Q4	$8.71K	Hold	400	–	–	﹤0.01%	637
2018 Q3	$9.27K	Hold	400	–	–	﹤0.01%	661
2018 Q2	$9.16K	Hold	400	–	–	﹤0.01%	669
2018 Q1	$9.25K	Hold	400	–	–	﹤0.01%	646
2017 Q4	$9.22K	Hold	400	–	–	﹤0.01%	647
2017 Q3	$9.26K	Hold	400	–	–	﹤0.01%	632
2017 Q2	$9.26K	Hold	400	–	–	﹤0.01%	574
2017 Q1	$9.3K	Hold	400	–	–	﹤0.01%	572
2016 Q4	$9.34K	Hold	400	–	–	﹤0.01%	551
2016 Q3	$9.28K	Hold	400	–	–	﹤0.01%	533
2016 Q2	$9.19K	Hold	400	–	–	﹤0.01%	528
2016 Q1	$9.09K	Buy	+400	New	+$8.9K	﹤0.01%	505

Other funds holding BKLN

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

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

AIG

American International Group New York $2.93M AUM 12.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Anchor Investment Management's BKLN Position: Q4 2020 in Review

Anchor Investment Management sold out of Invesco Senior Loan ETF (BKLN) in Q4 2020, closing a stake of 400 shares — an estimated $8.7K sold.

Anchor Investment Management first reported a position in BKLN in Q1 2016 and held it in 19 quarters. The position peaked at $9.34K in Q4 2016. 334 funds tracked by Wall St. Rank hold BKLN as of Q4 2020.

Anchor Investment Management reported no remaining Invesco Senior Loan ETF position as of Q4 2020 after selling out during the quarter.
Anchor Investment Management sold 400 Invesco Senior Loan ETF shares in Q4 2020, an estimated $8.7K.
Anchor Investment Management first reported a position in Invesco Senior Loan ETF in Q1 2016 and held it in 19 quarters.
Anchor Investment Management's Invesco Senior Loan ETF position peaked at $9.34K in Q4 2016.
334 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q4 2020.

Based on Anchor Investment Management's 13F filing for Q4 2020, filed 2 Jan 2024.