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Creekmur Asset Management’s Invesco Senior Loan ETF BKLN Stock Holding History

Creekmur Asset Management’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
2025
Q3 		$2.2K Buy
105
+1
+1% +$21 ﹤0.01% 625
2025
Q2 		$2.18K Buy
104
+1
+1% +$21 ﹤0.01% 633
2025
Q1 		$2.13K Sell
103
-263
-72% -$5.51K ﹤0.01% 598
2024
Q4 		$7.71K Buy
366
+7
+2% +$148 ﹤0.01% 456
2024
Q3 		$7.55K Sell
359
-2
-0.6% -$42 ﹤0.01% 492
2024
Q2 		$7.59K Sell
361
-810
-69% -$17.1K ﹤0.01% 538
2024
Q1 		$24.8K Sell
1,171
-3,359
-74% -$70.9K 0.01% 346
2023
Q4 		$95.9K Buy
+4,530
New +$95K 0.03% 209

Other funds holding BKLN

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $60.6B AUM 31.35% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IMCOOI
Investment Management Corp of Ontario (IMCO) Toronto, Canada $7.76B AUM 99.29% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return