BFC
BKLN icon

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
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return