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Coppell Advisory Solutions Corp’s Invesco Senior Loan ETF BKLN Stock Holding History

Coppell Advisory Solutions Corp’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
2024
Q1 		$725K Buy
+34,277
New +$724K 0.14% 130
2023
Q1 		$318K Buy
+15,286
New +$320K 0.1% 152

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IMCOOI
Investment Management Corp of Ontario (IMCO) Toronto, Canada $7.76B AUM 99.29% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
BP
BNP Paribas Paris, France $3.15B AUM 22.54% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Coppell Advisory Solutions Corp's BKLN Position: Q1 2024 in Review

Coppell Advisory Solutions Corp opened a new position in Invesco Senior Loan ETF (BKLN) in Q1 2024: 34,277 shares worth $725K. The stake represents 0.14% of the portfolio and ranks #130 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in BKLN as recently as Q1 2023.

Coppell Advisory Solutions Corp first reported a position in BKLN in Q1 2023 and has held it in 2 quarters since. 507 funds tracked by Wall St. Rank hold BKLN as of Q1 2024.

  • Coppell Advisory Solutions Corp held 34,277 shares of Invesco Senior Loan ETF worth $725K as of Q1 2024.
  • Invesco Senior Loan ETF was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • Invesco Senior Loan ETF made up 0.14% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #130 holding.
  • Coppell Advisory Solutions Corp first reported a position in Invesco Senior Loan ETF in Q1 2023 and has held it in 2 quarters since.
  • 507 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q1 2024.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2024, filed 16 May 2024.