Kovitz Investment Group Partners’s Invesco Senior Loan ETF BKLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.83M | Buy |
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|
2025
Q2 | $2.71M | Sell |
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|
2025
Q1 | $7.25M | Sell |
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|
2024
Q4 | $13.2M | Sell |
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|
2024
Q3 | $13.2M | Sell |
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|
2024
Q2 | $29.8M | Buy |
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|
2024
Q1 | $410K | Sell |
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|
2023
Q4 | $433K | Sell |
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|
2023
Q3 | $441K | Sell |
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|
2023
Q2 | $649K | Sell |
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|
2023
Q1 | $652K | Sell |
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|
2022
Q4 | $732K | Sell |
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|
2022
Q3 | $784K | Sell |
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|
2022
Q2 | $795K | Sell |
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|
2022
Q1 | $866K | Sell |
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|
2021
Q4 | $966K | Buy |
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|
2021
Q3 | $884K | Sell |
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|
2021
Q2 | $903K | Sell |
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|
2021
Q1 | $956K | Sell |
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|
2020
Q4 | $966K | Sell |
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|
2020
Q3 | $954K | Sell |
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|
2020
Q2 | $967K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.13M | Sell |
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|
2019
Q3 | $1.13M | Sell |
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|
2019
Q2 | $1.26M | Sell |
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|
2019
Q1 | $2.03M | Sell |
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|
2018
Q4 | $1.99M | Buy |
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