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Foresight Wealth Management’s Invesco Senior Loan ETF BKLN Stock Holding History

Foresight Wealth Management’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
2020
Q1 		– Sell
-159
Closed -$4K – 102
2019
Q4 		$4K Buy
159
+20
+14% +$451 ﹤0.01% 124
2019
Q3 		$3K Buy
+139
New +$3.15K ﹤0.01% 122

Other funds holding BKLN

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CSIA
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Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Foresight Wealth Management's BKLN Position: Q1 2020 in Review

Foresight Wealth Management sold out of Invesco Senior Loan ETF (BKLN) in Q1 2020, closing a stake of 159 shares — an estimated $4K sold.

Foresight Wealth Management first reported a position in BKLN in Q3 2019 and held it in 2 quarters. The position peaked at $4K in Q4 2019. 327 funds tracked by Wall St. Rank hold BKLN as of Q1 2020.

  • Foresight Wealth Management reported no remaining Invesco Senior Loan ETF position as of Q1 2020 after selling out during the quarter.
  • Foresight Wealth Management sold 159 Invesco Senior Loan ETF shares in Q1 2020, an estimated $4K.
  • Foresight Wealth Management first reported a position in Invesco Senior Loan ETF in Q3 2019 and held it in 2 quarters.
  • Foresight Wealth Management's Invesco Senior Loan ETF position peaked at $4K in Q4 2019.
  • 327 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q1 2020.

Based on Foresight Wealth Management's 13F filing for Q1 2020, filed 15 Apr 2020.