LifePlan Financial Group’s Invesco Senior Loan ETF BKLN Stock Holding History

LifePlan Financial Group’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 Q2	–	Sell	-230	Closed	-$5K	–	573
2020 Q1	$5K	Hold	230	–	–	﹤0.01%	447
2019 Q4	$5K	Sell	230 -16	-7%	-$361	﹤0.01%	462
2019 Q3	$6K	Hold	246	–	–	﹤0.01%	443
2019 Q2	$6K	Sell	246 -1,532	-86%	-$34.9K	﹤0.01%	438
2019 Q1	$40K	Hold	1,778	–	–	0.02%	265
2018 Q4	$39K	Sell	1,778 -4	-0.2%	-$91	0.02%	259
2018 Q3	$41K	Hold	1,782	–	–	0.02%	269
2018 Q2	$41K	Hold	1,782	–	–	0.02%	263
2018 Q1	$41K	Buy	+1,782	New	+$41.2K	0.02%	250

Other funds holding BKLN

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

LifePlan Financial Group's BKLN Position: Q2 2020 in Review

LifePlan Financial Group sold out of Invesco Senior Loan ETF (BKLN) in Q2 2020, closing a stake of 230 shares — an estimated $5K sold.

LifePlan Financial Group first reported a position in BKLN in Q1 2018 and held it in 9 quarters. The position peaked at $41K in Q3 2018. 311 funds tracked by Wall St. Rank hold BKLN as of Q2 2020.

LifePlan Financial Group reported no remaining Invesco Senior Loan ETF position as of Q2 2020 after selling out during the quarter.
LifePlan Financial Group sold 230 Invesco Senior Loan ETF shares in Q2 2020, an estimated $5K.
LifePlan Financial Group first reported a position in Invesco Senior Loan ETF in Q1 2018 and held it in 9 quarters.
LifePlan Financial Group's Invesco Senior Loan ETF position peaked at $41K in Q3 2018.
311 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2020.

Based on LifePlan Financial Group's 13F filing for Q2 2020, filed 30 Jul 2020.