Napa Wealth Management’s Invesco Senior Loan ETF BKLN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$755K	Sell	36,087 -26,634	-42%	-$557K	0.36%	66
2025 Q1	$1.3M	Buy	62,721 +1,984	+3%	+$41.1K	0.73%	42
2024 Q4	$1.28M	Buy	60,737 +16,663	+38%	+$351K	0.55%	43
2024 Q3	$926K	Buy	44,074 +12,365	+39%	+$260K	0.44%	67
2024 Q2	$667K	Buy	+31,709	New	+$667K	0.45%	54