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Apriem Advisors’s Invesco Senior Loan ETF BKLN Stock Holding History

Apriem 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
2019
Q1 		– Sell
-11,410
Closed -$249K – 131
2018
Q4 		$249K Hold
11,410
– – 0.09% 106
2018
Q3 		$264K Hold
11,410
– – 0.06% 118
2018
Q2 		$261K Buy
11,410
+1,014
+10% +$23.4K 0.06% 112
2018
Q1 		$240K Buy
+10,396
New +$241K 0.06% 112
2017
Q3 		– Sell
-49,275
Closed -$1.14M – 146
2017
Q2 		$1.14M Buy
49,275
+3,827
+8% +$88.9K 0.3% 55
2017
Q1 		$1.06M Buy
+45,448
New +$1.06M 0.29% 52
2013
Q4 		– Sell
-345
Closed -$9K – 507
2013
Q3 		$9K Buy
+345
New +$8.56K ﹤0.01% 359

Other funds holding BKLN

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return