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Axiom Advisory’s Invesco Senior Loan ETF BKLN Stock Holding History

Axiom Advisory’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
2024
Q3 		$452K Buy
21,504
+336
+2% +$7.06K ﹤0.01% 228
2024
Q2 		$447K Buy
+21,168
New +$447K ﹤0.01% 227

Other funds holding BKLN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
IMCOOI
Investment Management Corp of Ontario (IMCO) Toronto, Canada $7.76B AUM 99.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
ICM
III Capital Management Boca Raton, Florida $344M AUM 11.22% 1-Year Est. Return

Axiom Advisory's BKLN Position: Q3 2024 in Review

Axiom Advisory increased its Invesco Senior Loan ETF (BKLN) stake by 1.6% in Q3 2024, buying an estimated $7.06K and bringing the position to 21,504 shares worth $452K. The position accounts for ﹤0.01% of the portfolio, ranked #228.

Axiom Advisory first reported a position in BKLN in Q2 2024 and has held it in 2 quarters since. 492 funds tracked by Wall St. Rank hold BKLN as of Q3 2024.

  • Axiom Advisory held 21,504 shares of Invesco Senior Loan ETF worth $452K as of Q3 2024.
  • Axiom Advisory bought 336 Invesco Senior Loan ETF shares in Q3 2024, an estimated $7.06K.
  • Invesco Senior Loan ETF made up ﹤0.01% of Axiom Advisory's portfolio in Q3 2024, its #228 holding.
  • Axiom Advisory first reported a position in Invesco Senior Loan ETF in Q2 2024 and has held it in 2 quarters since.
  • 492 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.