First Command Advisory Services’s Invesco Senior Loan ETF BKLN Stock Holding History

First Command Advisory Services’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
2024 Q3	–	Sell	-28	Closed	–	–	475
2024 Q2	$0	Buy	+28	New	+$591	﹤0.01%	503
2024 Q1	–	Sell	-44	Closed	-$932	–	592
2023 Q4	$932	Sell	44 -42	-49%	-$881	﹤0.01%	445
2023 Q3	$1.8K	Buy	+86	New	+$1.81K	﹤0.01%	407

Other funds holding BKLN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

IMCOOI

Investment Management Corp of Ontario (IMCO) Toronto, Canada $7.9B AUM 35.91% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

ICM

III Capital Management Boca Raton, Florida $394M AUM 19.89% 1-Year Est. Return

First Command Advisory Services's BKLN Position: Q3 2024 in Review

First Command Advisory Services sold out of Invesco Senior Loan ETF (BKLN) in Q3 2024, closing a stake of 28 shares.

First Command Advisory Services first reported a position in BKLN in Q3 2023 and held it in 3 quarters. The position peaked at $1.8K in Q3 2023. 492 funds tracked by Wall St. Rank hold BKLN as of Q3 2024.

First Command Advisory Services reported no remaining Invesco Senior Loan ETF position as of Q3 2024 after selling out during the quarter.
First Command Advisory Services sold 28 Invesco Senior Loan ETF shares in Q3 2024.
First Command Advisory Services first reported a position in Invesco Senior Loan ETF in Q3 2023 and held it in 3 quarters.
First Command Advisory Services's Invesco Senior Loan ETF position peaked at $1.8K in Q3 2023.
492 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q3 2024.

Based on First Command Advisory Services's 13F filing for Q3 2024, filed 25 Oct 2024.