Madden Advisory Services’s Invesco Senior Loan ETF BKLN Stock Holding History

Madden Advisory Services’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
2017 Q2	–	Sell	-100	Closed	-$2K	–	95
2017 Q1	$2K	Buy	+100	New	+$2.33K	﹤0.01%	248
2015 Q4	–	Sell	-100	Closed	-$2K	–	105
2015 Q3	$2K	Sell	100 -96,450	-100%	-$2.27M	﹤0.01%	283
2015 Q2	$2.3M	Hold	96,550	–	–	1.37%	23
2015 Q1	$2.33M	Hold	96,550	–	–	1.4%	22
2014 Q4	$2.32M	Sell	96,550 -335	-0.3%	-$8.11K	1.32%	21
2014 Q3	$2.35M	Hold	96,885	–	–	1.22%	20
2014 Q2	$2.41M	Hold	96,885	–	–	1.23%	20
2014 Q1	$2.4M	Buy	96,885 +80,300	+484%	+$2M	1.32%	19
2013 Q4	$413K	Buy	16,585 +16,150	+3,713%	+$401K	0.31%	62
2013 Q3	$11K	Hold	435	–	–	0.01%	202
2013 Q2	$11K	Buy	+435	New	+$10.9K	0.01%	214

Other funds holding BKLN

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

CSIA

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Madden Advisory Services's BKLN Position: Q2 2017 in Review

Madden Advisory Services sold out of Invesco Senior Loan ETF (BKLN) in Q2 2017, closing a stake of 100 shares — an estimated $2K sold.

Madden Advisory Services first reported a position in BKLN in Q2 2013 and held it in 11 quarters. The position peaked at $2.41M in Q2 2014. 379 funds tracked by Wall St. Rank hold BKLN as of Q2 2017.

Madden Advisory Services reported no remaining Invesco Senior Loan ETF position as of Q2 2017 after selling out during the quarter.
Madden Advisory Services sold 100 Invesco Senior Loan ETF shares in Q2 2017, an estimated $2K.
Madden Advisory Services first reported a position in Invesco Senior Loan ETF in Q2 2013 and held it in 11 quarters.
Madden Advisory Services's Invesco Senior Loan ETF position peaked at $2.41M in Q2 2014.
379 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2017.

Based on Madden Advisory Services's 13F filing for Q2 2017, filed 11 Aug 2017.