CI
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Cavalier Investments’s Invesco Senior Loan ETF BKLN Stock Holding History

Cavalier Investments’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
2017
Q3 		– Sell
-34,151
Closed -$790K – 149
2017
Q2 		$790K Hold
34,151
– – 0.44% 55
2017
Q1 		$794K Hold
34,151
– – 0.44% 54
2016
Q4 		$798K Hold
34,151
– – 0.51% 41
2016
Q3 		$793K Buy
+34,151
New +$791K 0.48% 48

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AB
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NSLI
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Citigroup
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Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return