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Evoke Wealth’s Invesco Senior Loan ETF BKLN Stock Holding History

Evoke Wealth’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
2023
Q4 		– Sell
-56,729
Closed -$1.19M – 121
2023
Q3 		$1.19M Buy
+56,729
New +$1.19M 0.04% 167
2022
Q4 		– Sell
-565
Closed -$11K – 458
2022
Q3 		$11K Buy
+565
New +$11.8K ﹤0.01% 730

Other funds holding BKLN

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IMCOOI
Investment Management Corp of Ontario (IMCO) Toronto, Canada $7.76B AUM 99.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Evoke Wealth's BKLN Position: Q4 2023 in Review

Evoke Wealth sold out of Invesco Senior Loan ETF (BKLN) in Q4 2023, closing a stake of 56,729 shares — an estimated $1.19M sold.

Evoke Wealth first reported a position in BKLN in Q3 2022 and held it in 2 quarters. The position peaked at $1.19M in Q3 2023. 482 funds tracked by Wall St. Rank hold BKLN as of Q4 2023.

  • Evoke Wealth reported no remaining Invesco Senior Loan ETF position as of Q4 2023 after selling out during the quarter.
  • Evoke Wealth sold 56,729 Invesco Senior Loan ETF shares in Q4 2023, an estimated $1.19M.
  • Evoke Wealth first reported a position in Invesco Senior Loan ETF in Q3 2022 and held it in 2 quarters.
  • Evoke Wealth's Invesco Senior Loan ETF position peaked at $1.19M in Q3 2023.
  • 482 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q4 2023.

Based on Evoke Wealth's 13F filing for Q4 2023, filed 12 Feb 2024.