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Avantax Planning Partners’s Invesco Senior Loan ETF BKLN Stock Holding History

Avantax Planning Partners’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
-2,210
Closed -$51K – 386
2018
Q3 		$51K Buy
+2,210
New +$51K ﹤0.01% 480
2018
Q2 		– Sell
-2,987
Closed -$69K – 383
2018
Q1 		$69K Buy
+2,987
New +$69.1K 0.01% 470

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Avantax Planning Partners's BKLN Position: Q4 2018 in Review

Avantax Planning Partners sold out of Invesco Senior Loan ETF (BKLN) in Q4 2018, closing a stake of 2,210 shares — an estimated $51K sold.

Avantax Planning Partners first reported a position in BKLN in Q1 2018 and held it in 2 quarters. The position peaked at $69K in Q1 2018. 378 funds tracked by Wall St. Rank hold BKLN as of Q4 2018.

  • Avantax Planning Partners reported no remaining Invesco Senior Loan ETF position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 2,210 Invesco Senior Loan ETF shares in Q4 2018, an estimated $51K.
  • Avantax Planning Partners first reported a position in Invesco Senior Loan ETF in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Invesco Senior Loan ETF position peaked at $69K in Q1 2018.
  • 378 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.