AWM
BKLN icon

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 – 915
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 – 783
2019
Q2 		$17K Buy
+740
New +$16.9K ﹤0.01% 544
2015
Q2 		– Hold
0
– – – 392
2015
Q1 		– Hold
0
– – – 359

Other funds holding BKLN

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $60.6B AUM 31.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $3.61B AUM 18.46% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
IMCOOI
Investment Management Corp of Ontario (IMCO) Toronto, Canada $7.76B AUM 99.29% 1-Year Est. Return