Bedel Financial Consulting’s Invesco Senior Loan ETF BKLN Stock Holding History

Bedel Financial Consulting’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
2021 Q1	–	Sell	-341	Closed	-$8K	–	935
2020 Q4	$8K	Hold	341	–	–	﹤0.01%	581
2020 Q3	$7K	Buy	+341	New	+$7.41K	﹤0.01%	559
2020 Q1	–	Sell	-636	Closed	-$15K	–	818
2019 Q4	$15K	Hold	636	–	–	0.01%	434
2019 Q3	$14K	Hold	636	–	–	0.01%	429
2019 Q2	$14K	Hold	636	–	–	0.01%	432
2019 Q1	$14K	Hold	636	–	–	0.01%	432
2018 Q4	$14K	Hold	636	–	–	0.01%	407
2018 Q3	$14K	Sell	636 -366	-37%	-$8.44K	0.01%	429
2018 Q2	$23K	Buy	+1,002	New	+$23.1K	0.02%	356

Other funds holding BKLN

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

AIG

American International Group New York $2.93M AUM 12.08% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Bedel Financial Consulting's BKLN Position: Q1 2021 in Review

Bedel Financial Consulting sold out of Invesco Senior Loan ETF (BKLN) in Q1 2021, closing a stake of 341 shares — an estimated $8K sold.

Bedel Financial Consulting first reported a position in BKLN in Q2 2018 and held it in 9 quarters. The position peaked at $23K in Q2 2018. 366 funds tracked by Wall St. Rank hold BKLN as of Q1 2021.

Bedel Financial Consulting reported no remaining Invesco Senior Loan ETF position as of Q1 2021 after selling out during the quarter.
Bedel Financial Consulting sold 341 Invesco Senior Loan ETF shares in Q1 2021, an estimated $8K.
Bedel Financial Consulting first reported a position in Invesco Senior Loan ETF in Q2 2018 and held it in 9 quarters.
Bedel Financial Consulting's Invesco Senior Loan ETF position peaked at $23K in Q2 2018.
366 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q1 2021.

Based on Bedel Financial Consulting's 13F filing for Q1 2021, filed 26 Apr 2021.