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Howard Financial Services’s Invesco Senior Loan ETF BKLN Stock Holding History

Howard Financial Services’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
2025
Q1 		– Sell
-53,381
Closed -$1.12M – 184
2024
Q4 		$1.12M Buy
53,381
+3,381
+7% +$71.3K 0.15% 60
2024
Q3 		$1.05M Buy
50,000
+40,000
+400% +$841K 0.15% 57
2024
Q2 		$210K Buy
+10,000
New +$211K 0.03% 147

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Invesco
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Morgan Stanley
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GC
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Goldman Sachs
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Charles Schwab
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Ensign Peak Advisors
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IMCOOI
Investment Management Corp of Ontario (IMCO) Toronto, Canada $7.76B AUM 99.29% 1-Year Est. Return