DWM
Diversify Wealth Management’s Invesco Senior Loan ETF BKLN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.43M | Buy |
306,743
+45,670
| +17% | +$957K | 0.4% | 62 |
|
|
2025
Q1 | $5.41M | Buy |
261,073
+79,558
| +44% | +$1.65M | 0.4% | 63 |
|
|
2024
Q4 | $3.83M | Buy |
181,515
+70,998
| +64% | +$1.5M | 0.3% | 90 |
|
|
2024
Q3 | $2.32M | Buy |
110,517
+25,163
| +29% | +$528K | 0.22% | 116 |
|
|
2024
Q2 | $1.77M | Buy |
+85,354
| New | +$1.77M | 0.22% | 105 |
|