Heritage Oak Wealth Advisors’s Invesco Senior Loan ETF BKLN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$293K	Sell	14,012 -52,697	-79%	-$1.1M	0.11%	64
2025 Q1	$1.38M	Buy	+66,709	New	+$1.38M	0.61%	29
2024 Q3	–	Sell	-105,359	Closed	-$2.22M	–	156
2024 Q2	$2.22M	Buy	+105,359	New	+$2.22M	1.12%	16