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Baldwin Wealth Partners’s Invesco Senior Loan ETF BKLN Stock Holding History

Baldwin Wealth 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
2024
Q1 		– Sell
-396
Closed -$8.39K – 699
2023
Q4 		$8.39K Hold
396
– – ﹤0.01% 590
2023
Q3 		$8.31K Hold
396
– – ﹤0.01% 590
2023
Q2 		$8.33K Hold
396
– – ﹤0.01% 608
2023
Q1 		$8.24K Buy
396
+265
+202% +$5.55K ﹤0.01% 630
2022
Q4 		$2.69K Hold
131
– – ﹤0.01% 702
2022
Q3 		$3K Hold
131
– – ﹤0.01% 589
2022
Q2 		$3K Hold
131
– – ﹤0.01% 623
2022
Q1 		$3K Hold
131
– – ﹤0.01% 624
2021
Q4 		$3K Hold
131
– – ﹤0.01% 589
2021
Q3 		$3K Buy
+131
New +$2.9K ﹤0.01% 600

Other funds holding BKLN

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IMCOOI
Investment Management Corp of Ontario (IMCO) Toronto, Canada $7.9B AUM 35.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
BP
BNP Paribas Paris, France $3.69B AUM 33.87% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Baldwin Wealth Partners's BKLN Position: Q1 2024 in Review

Baldwin Wealth Partners sold out of Invesco Senior Loan ETF (BKLN) in Q1 2024, closing a stake of 396 shares — an estimated $8.39K sold.

Baldwin Wealth Partners first reported a position in BKLN in Q3 2021 and held it in 10 quarters. The position peaked at $8.39K in Q4 2023. 507 funds tracked by Wall St. Rank hold BKLN as of Q1 2024.

  • Baldwin Wealth Partners reported no remaining Invesco Senior Loan ETF position as of Q1 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 396 Invesco Senior Loan ETF shares in Q1 2024, an estimated $8.39K.
  • Baldwin Wealth Partners first reported a position in Invesco Senior Loan ETF in Q3 2021 and held it in 10 quarters.
  • Baldwin Wealth Partners's Invesco Senior Loan ETF position peaked at $8.39K in Q4 2023.
  • 507 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q1 2024.

Based on Baldwin Wealth Partners's 13F filing for Q1 2024, filed 12 Apr 2024.