Geneos Wealth Management’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
Q3 | $194K | Sell |
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|
2025
Q2 | $613K | Sell |
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|
2025
Q1 | $1.37M | Buy |
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|
2024
Q4 | $284K | Sell |
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|
2024
Q3 | $431K | Buy |
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|
2024
Q2 | $139K | Buy |
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|
2024
Q1 | $99.8K | Buy |
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|
2023
Q4 | $82K | Buy |
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|
2023
Q3 | $53.9K | Buy |
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|
2023
Q2 | $52.2K | Sell |
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|
2023
Q1 | $57.8K | Hold |
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|
2022
Q4 | $57.1K | Sell |
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|
2022
Q3 | $71K | Sell |
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|
2022
Q2 | $141K | Hold |
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|
2022
Q1 | $150K | Sell |
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|
2021
Q4 | $153K | Sell |
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|
2021
Q3 | $164K | Sell |
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|
2021
Q2 | $254K | Sell |
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|
2021
Q1 | $1.46M | Sell |
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|
2020
Q4 | $125K | Buy |
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|
2020
Q3 | $202K | Buy |
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|
2020
Q2 | $197K | Sell |
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|
2020
Q1 | $192K | Hold |
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|
2019
Q4 | $221K | Sell |
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|
2019
Q3 | $232K | Sell |
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|
2019
Q2 | $238K | Buy |
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|
2019
Q1 | $192K | Buy |
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|
2018
Q4 | $138K | Sell |
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|
2018
Q3 | $753K | Buy |
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|
2018
Q2 | $96K | Buy |
|