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

MTM 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
2022
Q3 		– Sell
-10,870
Closed -$220K – 48
2022
Q2 		$220K Sell
10,870
-1,951
-15% -$41.3K 0.19% 47
2022
Q1 		$279K Buy
+12,821
New +$280K 0.29% 41

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Goldman Sachs
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BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

MTM Financial Group's BKLN Position: Q3 2022 in Review

MTM Financial Group sold out of Invesco Senior Loan ETF (BKLN) in Q3 2022, closing a stake of 10,870 shares — an estimated $220K sold.

MTM Financial Group first reported a position in BKLN in Q1 2022 and held it in 2 quarters. The position peaked at $279K in Q1 2022. 385 funds tracked by Wall St. Rank hold BKLN as of Q3 2022.

  • MTM Financial Group reported no remaining Invesco Senior Loan ETF position as of Q3 2022 after selling out during the quarter.
  • MTM Financial Group sold 10,870 Invesco Senior Loan ETF shares in Q3 2022, an estimated $220K.
  • MTM Financial Group first reported a position in Invesco Senior Loan ETF in Q1 2022 and held it in 2 quarters.
  • MTM Financial Group's Invesco Senior Loan ETF position peaked at $279K in Q1 2022.
  • 385 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q3 2022.

Based on MTM Financial Group's 13F filing for Q3 2022, filed 23 Jun 2026.