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Interactive Financial Advisors’s Invesco Senior Loan ETF BKLN Stock Holding History

Interactive Financial Advisors’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
Q1 		– Sell
-34,017
Closed -$752K – 165
2021
Q4 		$752K Buy
34,017
+8,533
+33% +$188K 0.29% 50
2021
Q3 		$563K Sell
25,484
-9,811
-28% -$217K 0.25% 53
2021
Q2 		$782K Buy
35,295
+2,560
+8% +$56.8K 0.32% 47
2021
Q1 		$724K Buy
32,735
+18,610
+132% +$415K 0.3% 48
2020
Q4 		$315K Buy
14,125
+577
+4% +$12.7K 0.14% 68
2020
Q3 		$295K Buy
13,548
+3,636
+37% +$79K 0.15% 60
2020
Q2 		$212K Buy
+9,912
New +$210K 0.1% 65
2020
Q1 		– Sell
-22,650
Closed -$517K – 112
2019
Q4 		$517K Buy
22,650
+6,108
+37% +$138K 0.23% 53
2019
Q3 		$374K Buy
+16,542
New +$375K 0.17% 54
2018
Q4 		– Sell
-32,469
Closed -$752K – 103
2018
Q3 		$752K Buy
+32,469
New +$749K 0.36% 40
2018
Q2 		– Sell
-10,727
Closed -$248K – 111
2018
Q1 		$248K Sell
10,727
-122
-1% -$2.82K 0.12% 61
2017
Q4 		$250K Sell
10,849
-2,702
-20% -$62.4K 0.11% 60
2017
Q3 		$314K Buy
13,551
+12,520
+1,214% +$290K 0.14% 52
2017
Q2 		$24K Buy
+1,031
New +$24K 0.01% 86
2017
Q1 		– Sell
-16,334
Closed -$382K – 102
2016
Q4 		$382K Buy
16,334
+3,800
+30% +$88.1K 0.19% 53
2016
Q3 		$291K Buy
+12,534
New +$290K 0.15% 55
2015
Q3 		– Sell
-7,978
Closed -$190K – 106
2015
Q2 		$190K Buy
7,978
+567
+8% +$13.7K 0.1% 53
2015
Q1 		$179K Buy
7,411
+2,749
+59% +$66.1K 0.1% 51
2014
Q4 		$112K Buy
4,662
+110
+2% +$2.66K 0.06% 52
2014
Q3 		$111K Buy
4,552
+823
+22% +$20.3K 0.06% 53
2014
Q2 		$93K Buy
3,729
+2,896
+348% +$71.8K 0.05% 50
2014
Q1 		$21K Buy
+833
New +$20.7K 0.01% 62

Other funds holding BKLN

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
ACG
Arch Capital Group Pembroke, Bermuda $291M AUM 0.79% 1-Year Est. Return

Interactive Financial Advisors's BKLN Position: Q1 2022 in Review

Interactive Financial Advisors sold out of Invesco Senior Loan ETF (BKLN) in Q1 2022, closing a stake of 34,017 shares — an estimated $752K sold.

Interactive Financial Advisors first reported a position in BKLN in Q1 2014 and held it in 22 quarters. The position peaked at $782K in Q2 2021. 450 funds tracked by Wall St. Rank hold BKLN as of Q1 2022.

  • Interactive Financial Advisors reported no remaining Invesco Senior Loan ETF position as of Q1 2022 after selling out during the quarter.
  • Interactive Financial Advisors sold 34,017 Invesco Senior Loan ETF shares in Q1 2022, an estimated $752K.
  • Interactive Financial Advisors first reported a position in Invesco Senior Loan ETF in Q1 2014 and held it in 22 quarters.
  • Interactive Financial Advisors's Invesco Senior Loan ETF position peaked at $782K in Q2 2021.
  • 450 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q1 2022.

Based on Interactive Financial Advisors's 13F filing for Q1 2022, filed 9 May 2022.