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Colton Groome Financial Advisors’s Invesco Senior Loan ETF BKLN Stock Holding History

Colton Groome Financial Advisors’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
2022
Q2 		– Sell
-161,812
Closed -$3.52M – 109
2022
Q1 		$3.52M Buy
161,812
+49,482
+44% +$1.08M 1.63% 19
2021
Q4 		$2.48M Sell
112,330
-35,906
-24% -$792K 1.01% 31
2021
Q3 		$3.28M Buy
148,236
+652
+0.4% +$14.4K 1.43% 21
2021
Q2 		$3.27M Sell
147,584
-5,502
-4% -$122K 1.5% 20
2021
Q1 		$3.39M Buy
153,086
+50,270
+49% +$1.12M 1.89% 18
2020
Q4 		$2.29M Buy
102,816
+48,376
+89% +$1.06M 1.48% 23
2020
Q3 		$1.18M Buy
54,440
+32,767
+151% +$712K 0.83% 26
2020
Q2 		$463K Buy
21,673
+5,571
+35% +$118K 0.34% 40
2020
Q1 		$329K Buy
+16,102
New +$351K 0.27% 49

Other funds holding BKLN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return