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Heritage Wealth Management (Arizona)’s Invesco Senior Loan ETF BKLN Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$11.2K Buy
546
+273
+100% +$5.66K ﹤0.01% 757
2022
Q3 		$6K Sell
273
-467
-63% -$9.74K ﹤0.01% 725
2022
Q2 		$15K Sell
740
-44,513
-98% -$943K 0.01% 595
2022
Q1 		$985K Buy
+45,253
New +$989K 0.27% 70
2021
Q3 		$767K Buy
34,679
+3,867
+13% +$85.5K 0.27% 70
2021
Q2 		$682K Buy
+30,812
New +$683K 0.26% 77

Other funds holding BKLN

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AWA
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Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return