HWP
BKLN icon

Highline Wealth Partners’s Invesco Senior Loan ETF BKLN Stock Holding History

Highline Wealth Partners’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
2024
Q3 		– Sell
-1,449
Closed -$30.5K – 605
2024
Q2 		$30.5K Buy
1,449
+30
+2% +$633 0.01% 150
2024
Q1 		$30K Buy
1,419
+19
+1% +$401 0.01% 157
2023
Q4 		$29.7K Hold
1,400
– – 0.01% 141
2023
Q3 		$29.4K Hold
1,400
– – 0.02% 129
2023
Q2 		$29.5K Hold
1,400
– – 0.02% 118
2023
Q1 		$29.1K Hold
1,400
– – 0.02% 118
2022
Q4 		$28.7K Hold
1,400
– – 0.02% 118
2022
Q3 		$28.3K Buy
+1,400
New +$29.2K 0.02% 105

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IMCOOI
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Invesco
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Manulife (Manufacturers Life Insurance)
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GC
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Charles Schwab
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
ICM
III Capital Management Boca Raton, Florida $247M AUM 11.22% 1-Year Est. Return