KJWM
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Kiley Juergens Wealth Management’s Invesco Senior Loan ETF BKLN Stock Holding History

Kiley Juergens Wealth 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
2018
Q4 		– Sell
-58
Closed -$1K – 105
2018
Q3 		$1K Hold
58
– – ﹤0.01% 604
2018
Q2 		$1K Buy
+58
New +$1.34K ﹤0.01% 541

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Kiley Juergens Wealth Management's BKLN Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Invesco Senior Loan ETF (BKLN) in Q4 2018, closing a stake of 58 shares — an estimated $1K sold.

Kiley Juergens Wealth Management first reported a position in BKLN in Q2 2018 and held it in 2 quarters. The position peaked at $1K in Q3 2018. 378 funds tracked by Wall St. Rank hold BKLN as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Invesco Senior Loan ETF position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 58 Invesco Senior Loan ETF shares in Q4 2018, an estimated $1K.
  • Kiley Juergens Wealth Management first reported a position in Invesco Senior Loan ETF in Q2 2018 and held it in 2 quarters.
  • Kiley Juergens Wealth Management's Invesco Senior Loan ETF position peaked at $1K in Q3 2018.
  • 378 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.