Lakewood Asset Management’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
2023
Q1
Sell
-4,355
Closed -$89K 127
2022
Q4
$89K Buy
+4,355
New +$90.3K 0.07% 145

Other funds holding BKLN

Lakewood Asset Management's BKLN Position: Q1 2023 in Review

Lakewood Asset Management sold out of Invesco Senior Loan ETF (BKLN) in Q1 2023, closing a stake of 4,355 shares — an estimated $89K sold.

Lakewood Asset Management first reported a position in BKLN in Q4 2022 and held it in 1 quarter. The position peaked at $89K in Q4 2022. 419 funds tracked by Wall St. Rank hold BKLN as of Q1 2023.

  • Lakewood Asset Management reported no remaining Invesco Senior Loan ETF position as of Q1 2023 after selling out during the quarter.
  • Lakewood Asset Management sold 4,355 Invesco Senior Loan ETF shares in Q1 2023, an estimated $89K.
  • Lakewood Asset Management first reported a position in Invesco Senior Loan ETF in Q4 2022 and held it in 1 quarter.
  • Lakewood Asset Management's Invesco Senior Loan ETF position peaked at $89K in Q4 2022.
  • 419 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q1 2023.

Based on Lakewood Asset Management's 13F filing for Q1 2023, filed 13 Apr 2023.