EP Wealth Advisors’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
Q1 | – | Sell |
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|
2024
Q4 | $133K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $238K | Sell |
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|
2017
Q4 | $262K | Buy |
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|
2017
Q3 | $249K | Buy |
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|
2017
Q2 | $240K | Buy |
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|
2017
Q1 | $240K | Hold |
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|
2016
Q4 | $10K | Sell |
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|
2016
Q3 | $281K | Sell |
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|
2016
Q2 | $292K | Sell |
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|
2016
Q1 | $338K | Sell |
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|
2015
Q4 | $4.64M | Buy |
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|
2015
Q3 | $1.29M | Buy |
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|
2015
Q2 | $1.12M | Sell |
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|
2015
Q1 | $1.72M | Sell |
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|
2014
Q4 | $21.1M | Buy |
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|
2014
Q3 | $308K | Hold |
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|
2014
Q2 | $316K | Buy |
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|
2014
Q1 | $231K | Sell |
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|
2013
Q4 | $244K | Buy |
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