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Moneta Group Investment Advisors’s Invesco Senior Loan ETF BKLN Stock Holding History

Moneta Group Investment Advisors’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
2022
Q2 		– Sell
-10,243
Closed -$223K – 474
2022
Q1 		$223K Buy
+10,243
New +$224K 0.01% 405

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Manulife (Manufacturers Life Insurance)
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State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Moneta Group Investment Advisors's BKLN Position: Q2 2022 in Review

Moneta Group Investment Advisors sold out of Invesco Senior Loan ETF (BKLN) in Q2 2022, closing a stake of 10,243 shares — an estimated $223K sold.

Moneta Group Investment Advisors first reported a position in BKLN in Q1 2022 and held it in 1 quarter. The position peaked at $223K in Q1 2022. 409 funds tracked by Wall St. Rank hold BKLN as of Q2 2022.

  • Moneta Group Investment Advisors reported no remaining Invesco Senior Loan ETF position as of Q2 2022 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 10,243 Invesco Senior Loan ETF shares in Q2 2022, an estimated $223K.
  • Moneta Group Investment Advisors first reported a position in Invesco Senior Loan ETF in Q1 2022 and held it in 1 quarter.
  • Moneta Group Investment Advisors's Invesco Senior Loan ETF position peaked at $223K in Q1 2022.
  • 409 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2022.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2022, filed 15 Aug 2022.