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Meridian Wealth Partners’s Invesco Senior Loan ETF BKLN Stock Holding History

Meridian Wealth 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
2021
Q2 		– Sell
-403
Closed -$9K – 239
2021
Q1 		$9K Buy
+403
New +$8.98K ﹤0.01% 471
2020
Q4 		– Sell
-1,373
Closed -$30K – 234
2020
Q3 		$30K Sell
1,373
-1,180
-46% -$25.6K 0.02% 163
2020
Q2 		$55K Sell
2,553
-750
-23% -$15.9K 0.03% 122
2020
Q1 		$68K Sell
3,303
-183
-5% -$3.98K 0.04% 103
2019
Q4 		$80K Buy
+3,486
New +$78.7K 0.05% 107

Other funds holding BKLN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return

Meridian Wealth Partners's BKLN Position: Q2 2021 in Review

Meridian Wealth Partners sold out of Invesco Senior Loan ETF (BKLN) in Q2 2021, closing a stake of 403 shares — an estimated $9K sold.

Meridian Wealth Partners first reported a position in BKLN in Q4 2019 and held it in 5 quarters. The position peaked at $80K in Q4 2019. 380 funds tracked by Wall St. Rank hold BKLN as of Q2 2021.

  • Meridian Wealth Partners reported no remaining Invesco Senior Loan ETF position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 403 Invesco Senior Loan ETF shares in Q2 2021, an estimated $9K.
  • Meridian Wealth Partners first reported a position in Invesco Senior Loan ETF in Q4 2019 and held it in 5 quarters.
  • Meridian Wealth Partners's Invesco Senior Loan ETF position peaked at $80K in Q4 2019.
  • 380 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.