Aris Wealth Services’s Invesco Senior Loan ETF BKLN Stock Holding History

Aris Wealth Services’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
2015 Q2	–	Sell	-270	Closed	-$7K	–	516
2015 Q1	$7K	Buy	+270	New	+$6.49K	0.01%	392

Other funds holding BKLN

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Aris Wealth Services's BKLN Position: Q2 2015 in Review

Aris Wealth Services sold out of Invesco Senior Loan ETF (BKLN) in Q2 2015, closing a stake of 270 shares — an estimated $7K sold.

Aris Wealth Services first reported a position in BKLN in Q1 2015 and held it in 1 quarter. The position peaked at $7K in Q1 2015. 269 funds tracked by Wall St. Rank hold BKLN as of Q2 2015.

Aris Wealth Services reported no remaining Invesco Senior Loan ETF position as of Q2 2015 after selling out during the quarter.
Aris Wealth Services sold 270 Invesco Senior Loan ETF shares in Q2 2015, an estimated $7K.
Aris Wealth Services first reported a position in Invesco Senior Loan ETF in Q1 2015 and held it in 1 quarter.
Aris Wealth Services's Invesco Senior Loan ETF position peaked at $7K in Q1 2015.
269 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2015.

Based on Aris Wealth Services's 13F filing for Q2 2015, filed 13 Aug 2015.