JWA
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JFS Wealth Advisors’s Invesco Senior Loan ETF BKLN Stock Holding History

JFS Wealth 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
2018
Q4 		– Sell
-729
Closed -$17K – 463
2018
Q3 		$17K Hold
729
– – ﹤0.01% 339
2018
Q2 		$17K Hold
729
– – ﹤0.01% 325
2018
Q1 		$17K Hold
729
– – ﹤0.01% 327
2017
Q4 		$17K Hold
729
– – ﹤0.01% 342
2017
Q3 		$17K Hold
729
– – ﹤0.01% 337
2017
Q2 		$17K Hold
729
– – ﹤0.01% 313
2017
Q1 		$17K Hold
729
– – ﹤0.01% 321
2016
Q4 		$17K Buy
+729
New +$16.9K ﹤0.01% 321
2015
Q3 		– Sell
-1,277
Closed -$30K – 484
2015
Q2 		$30K Hold
1,277
– – 0.02% 225
2015
Q1 		$31K Hold
1,277
– – 0.01% 226
2014
Q4 		$31K Buy
1,277
+27
+2% +$653 ﹤0.01% 242
2014
Q3 		$30K Buy
+1,250
New +$30.8K 0.01% 224

Other funds holding BKLN

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return