Avior Wealth Management’s Invesco Senior Loan ETF BKLN Stock Holding History

Avior Wealth 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
2025 Q1	–	Sell	-1,768	Closed	-$37.3K	–	914
2024 Q4	$37.3K	Buy	1,768 +420	+31%	+$8.86K	﹤0.01%	1237
2024 Q3	$28.3K	Buy	+1,348	New	+$28.3K	﹤0.01%	1296
2024 Q2	–	Sell	-647	Closed	-$13.7K	–	2446
2024 Q1	$13.7K	Buy	+647	New	+$13.7K	﹤0.01%	1755
2021 Q1	–	Sell	-505	Closed	-$11K	–	1008
2020 Q4	$11K	Buy	+505	New	+$11.1K	﹤0.01%	694
2019 Q3	–	Sell	-740	Closed	-$17K	–	782
2019 Q2	$17K	Buy	+740	New	+$16.9K	﹤0.01%	544

Other funds holding BKLN

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return

IMCOOI

Investment Management Corp of Ontario (IMCO) Toronto, Canada $7.9B AUM 35.91% 1-Year Est. Return

Avior Wealth Management's BKLN Position: Q1 2025 in Review

Avior Wealth Management sold out of Invesco Senior Loan ETF (BKLN) in Q1 2025, closing a stake of 1,768 shares — an estimated $37.3K sold.

Avior Wealth Management first reported a position in BKLN in Q2 2019 and held it in 5 quarters. The position peaked at $37.3K in Q4 2024. 541 funds tracked by Wall St. Rank hold BKLN as of Q1 2025.

Avior Wealth Management reported no remaining Invesco Senior Loan ETF position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 1,768 Invesco Senior Loan ETF shares in Q1 2025, an estimated $37.3K.
Avior Wealth Management first reported a position in Invesco Senior Loan ETF in Q2 2019 and held it in 5 quarters.
Avior Wealth Management's Invesco Senior Loan ETF position peaked at $37.3K in Q4 2024.
541 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.