IWP
BKLN icon

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

Icon 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
2019
Q2 		– Sell
-7
Closed – – 234
2019
Q1 		$0 Buy
+7
New +$158 ﹤0.01% 889
2018
Q3 		– Sell
-358
Closed -$8K – 325
2018
Q2 		$8K Buy
+358
New +$8.26K ﹤0.01% 714
2018
Q1 		– Sell
-2,085
Closed -$48K – 314
2017
Q4 		$48K Buy
+2,085
New +$48.1K 0.02% 425

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Icon Wealth Partners's BKLN Position: Q2 2019 in Review

Icon Wealth Partners sold out of Invesco Senior Loan ETF (BKLN) in Q2 2019, closing a stake of 7 shares.

Icon Wealth Partners first reported a position in BKLN in Q4 2017 and held it in 3 quarters. The position peaked at $48K in Q4 2017. 349 funds tracked by Wall St. Rank hold BKLN as of Q2 2019.

  • Icon Wealth Partners reported no remaining Invesco Senior Loan ETF position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 7 Invesco Senior Loan ETF shares in Q2 2019.
  • Icon Wealth Partners first reported a position in Invesco Senior Loan ETF in Q4 2017 and held it in 3 quarters.
  • Icon Wealth Partners's Invesco Senior Loan ETF position peaked at $48K in Q4 2017.
  • 349 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.