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Life Planning Partners’s Invesco Senior Loan ETF BKLN Stock Holding History

Life Planning Partners’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
2024
Q1 		– Sell
-368
Closed -$7.79K – 82
2023
Q4 		$7.79K Buy
+368
New +$7.72K 0.01% 165
2022
Q3 		$7.43K Hold
368
– – 0.01% 138
2022
Q2 		$7K Hold
368
– – 0.01% 142
2022
Q1 		$8K Hold
368
– – 0.01% 136
2021
Q4 		$8K Buy
+368
New +$8.12K 0.01% 137

Other funds holding BKLN

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JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IMCOOI
Investment Management Corp of Ontario (IMCO) Toronto, Canada $7.9B AUM 35.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 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
BP
BNP Paribas Paris, France $3.69B AUM 33.87% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Life Planning Partners's BKLN Position: Q1 2024 in Review

Life Planning Partners sold out of Invesco Senior Loan ETF (BKLN) in Q1 2024, closing a stake of 368 shares — an estimated $7.79K sold.

Life Planning Partners first reported a position in BKLN in Q4 2021 and held it in 5 quarters. The position peaked at $8K in Q1 2022. 507 funds tracked by Wall St. Rank hold BKLN as of Q1 2024.

  • Life Planning Partners reported no remaining Invesco Senior Loan ETF position as of Q1 2024 after selling out during the quarter.
  • Life Planning Partners sold 368 Invesco Senior Loan ETF shares in Q1 2024, an estimated $7.79K.
  • Life Planning Partners first reported a position in Invesco Senior Loan ETF in Q4 2021 and held it in 5 quarters.
  • Life Planning Partners's Invesco Senior Loan ETF position peaked at $8K in Q1 2022.
  • 507 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q1 2024.

Based on Life Planning Partners's 13F filing for Q1 2024, filed 2 May 2024.