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Joseph Group Capital Management’s Invesco Senior Loan ETF BKLN Stock Holding History

Joseph Group Capital Management’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
2023
Q1 		– Sell
-686
Closed -$14K – 83
2022
Q4 		$14K Buy
+686
New +$14.2K 0.01% 82

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Joseph Group Capital Management's BKLN Position: Q1 2023 in Review

Joseph Group Capital Management sold out of Invesco Senior Loan ETF (BKLN) in Q1 2023, closing a stake of 686 shares — an estimated $14K sold.

Joseph Group Capital Management first reported a position in BKLN in Q4 2022 and held it in 1 quarter. The position peaked at $14K in Q4 2022. 419 funds tracked by Wall St. Rank hold BKLN as of Q1 2023.

  • Joseph Group Capital Management reported no remaining Invesco Senior Loan ETF position as of Q1 2023 after selling out during the quarter.
  • Joseph Group Capital Management sold 686 Invesco Senior Loan ETF shares in Q1 2023, an estimated $14K.
  • Joseph Group Capital Management first reported a position in Invesco Senior Loan ETF in Q4 2022 and held it in 1 quarter.
  • Joseph Group Capital Management's Invesco Senior Loan ETF position peaked at $14K in Q4 2022.
  • 419 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q1 2023.

Based on Joseph Group Capital Management's 13F filing for Q1 2023, filed 4 May 2023.