Congress Wealth Management’s Invesco Senior Loan ETF BKLN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$5.91M Sell
2025
Q1
$6.15M Sell
2024
Q4
$6.31M Sell
2024
Q3
$6.52M Sell
2024
Q2
$6.82M Buy
2024
Q1
$6.68M Sell
2023
Q4
$6.8M Buy
2023
Q3
$6.23M Buy
2023
Q2
$5.07M Sell
2023
Q1
$5.5M Sell
2022
Q4
$8.68M Sell
2022
Q3
$9.89M Sell
2022
Q2
$10.3M Sell
2022
Q1
$16.6M Sell
2021
Q4
$17.4M Buy