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Juncture Wealth Strategies’s Invesco Senior Loan ETF BKLN Stock Holding History

Juncture Wealth Strategies’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
Q2 		– Sell
-17,166
Closed -$357K – 114
2023
Q1 		$357K Sell
17,166
-11,180
-39% -$234K 0.18% 93
2022
Q4 		$582K Buy
28,346
+8,147
+40% +$169K 0.28% 65
2022
Q3 		$408K Buy
+20,199
New +$421K 0.2% 77

Other funds holding BKLN

BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Juncture Wealth Strategies's BKLN Position: Q2 2023 in Review

Juncture Wealth Strategies sold out of Invesco Senior Loan ETF (BKLN) in Q2 2023, closing a stake of 17,166 shares — an estimated $357K sold.

Juncture Wealth Strategies first reported a position in BKLN in Q3 2022 and held it in 3 quarters. The position peaked at $582K in Q4 2022. 416 funds tracked by Wall St. Rank hold BKLN as of Q2 2023.

  • Juncture Wealth Strategies reported no remaining Invesco Senior Loan ETF position as of Q2 2023 after selling out during the quarter.
  • Juncture Wealth Strategies sold 17,166 Invesco Senior Loan ETF shares in Q2 2023, an estimated $357K.
  • Juncture Wealth Strategies first reported a position in Invesco Senior Loan ETF in Q3 2022 and held it in 3 quarters.
  • Juncture Wealth Strategies's Invesco Senior Loan ETF position peaked at $582K in Q4 2022.
  • 416 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2023.

Based on Juncture Wealth Strategies's 13F filing for Q2 2023, filed 12 Jul 2023.