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

Heritage Oak Wealth Advisors’s Portfolio BKLN Stock Details BKLN Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$248K	Sell
2025 Q2	$293K	Sell
2025 Q1	$1.38M	Buy
2024 Q3	–	Sell
2024 Q2	$2.22M	Buy