Live Your Vision’s Invesco Senior Loan ETF BKLN Stock Holding History

Live Your Vision’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
2019 Q1	$30K	Buy	1,316 +9	+0.7%	+$203	0.01%	148
2018 Q4	$29K	Sell	1,307 -47	-3%	-$1.07K	0.01%	135
2018 Q3	$31K	Buy	1,354 +228	+20%	+$5.26K	0.01%	137
2018 Q2	$26K	Hold	1,126	–	–	0.01%	155
2018 Q1	$26K	Buy	+1,126	New	+$26.1K	0.01%	133
2017 Q4	–	Sell	-1,304	Closed	-$30K	–	262
2017 Q3	$30K	Buy	1,304 +1,217	+1,399%	+$28.2K	0.01%	127
2017 Q2	$2K	Sell	87 -175	-67%	-$4.07K	﹤0.01%	264
2017 Q1	$6K	Buy	+262	New	+$6.11K	﹤0.01%	216

Other funds holding BKLN

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NSLI

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Live Your Vision's BKLN Position: Q1 2019 in Review

Live Your Vision increased its Invesco Senior Loan ETF (BKLN) stake by 0.69% in Q1 2019, buying an estimated $203 and bringing the position to 1,316 shares worth $30K. The position accounts for 0.01% of the portfolio, ranked #148.

Live Your Vision first reported a position in BKLN in Q1 2017 and has held it in 8 quarters since. The position peaked at $31K in Q3 2018. 366 funds tracked by Wall St. Rank hold BKLN as of Q1 2019.

Live Your Vision held 1,316 shares of Invesco Senior Loan ETF worth $30K as of Q1 2019.
Live Your Vision bought 9 Invesco Senior Loan ETF shares in Q1 2019, an estimated $203.
Invesco Senior Loan ETF made up 0.01% of Live Your Vision's portfolio in Q1 2019, its #148 holding.
Live Your Vision first reported a position in Invesco Senior Loan ETF in Q1 2017 and has held it in 8 quarters since.
Live Your Vision's Invesco Senior Loan ETF position peaked at $31K in Q3 2018.
366 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q1 2019.

Based on Live Your Vision's 13F filing for Q1 2019, filed 25 Apr 2019.