LWM
BKLN icon

Laidlaw Wealth Management’s Invesco Senior Loan ETF BKLN Stock Holding History

Laidlaw 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
2020
Q1 		– Sell
-13,884
Closed -$317K – 154
2019
Q4 		$317K Buy
+13,884
New +$313K 0.2% 122

Other funds holding BKLN

PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Laidlaw Wealth Management's BKLN Position: Q1 2020 in Review

Laidlaw Wealth Management sold out of Invesco Senior Loan ETF (BKLN) in Q1 2020, closing a stake of 13,884 shares — an estimated $317K sold.

Laidlaw Wealth Management first reported a position in BKLN in Q4 2019 and held it in 1 quarter. The position peaked at $317K in Q4 2019. 325 funds tracked by Wall St. Rank hold BKLN as of Q1 2020.

  • Laidlaw Wealth Management reported no remaining Invesco Senior Loan ETF position as of Q1 2020 after selling out during the quarter.
  • Laidlaw Wealth Management sold 13,884 Invesco Senior Loan ETF shares in Q1 2020, an estimated $317K.
  • Laidlaw Wealth Management first reported a position in Invesco Senior Loan ETF in Q4 2019 and held it in 1 quarter.
  • Laidlaw Wealth Management's Invesco Senior Loan ETF position peaked at $317K in Q4 2019.
  • 325 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q1 2020.

Based on Laidlaw Wealth Management's 13F filing for Q1 2020, filed 15 May 2020.