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Dixon Hughes Goodman Wealth Advisors’s Invesco Senior Loan ETF BKLN Stock Holding History

Dixon Hughes Goodman Wealth 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
Q1 		– Sell
-3,277
Closed -$72K – 905
2021
Q4 		$72K Buy
+3,277
New +$72.3K 0.02% 233

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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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ACG
Arch Capital Group Pembroke, Bermuda $290M AUM 0.53% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's BKLN Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors sold out of Invesco Senior Loan ETF (BKLN) in Q1 2022, closing a stake of 3,277 shares — an estimated $72K sold.

Dixon Hughes Goodman Wealth Advisors first reported a position in BKLN in Q4 2021 and held it in 1 quarter. The position peaked at $72K in Q4 2021. 449 funds tracked by Wall St. Rank hold BKLN as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors reported no remaining Invesco Senior Loan ETF position as of Q1 2022 after selling out during the quarter.
  • Dixon Hughes Goodman Wealth Advisors sold 3,277 Invesco Senior Loan ETF shares in Q1 2022, an estimated $72K.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Invesco Senior Loan ETF in Q4 2021 and held it in 1 quarter.
  • Dixon Hughes Goodman Wealth Advisors's Invesco Senior Loan ETF position peaked at $72K in Q4 2021.
  • 449 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.