NEXT Financial Holdings’s Invesco Senior Loan ETF BKLN Stock Holding History

NEXT Financial Holdings’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
2019 Q1	$40K	Buy	+1,778	New	+$40.2K	0.01%	786

Other funds holding BKLN

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CSIA

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NEXT Financial Holdings's BKLN Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in Invesco Senior Loan ETF (BKLN) in Q1 2019: 1,778 shares worth $40K. The stake represents 0.01% of the portfolio and ranks #786 among its holdings.

366 funds tracked by Wall St. Rank hold BKLN as of Q1 2019.

NEXT Financial Holdings held 1,778 shares of Invesco Senior Loan ETF worth $40K as of Q1 2019.
Invesco Senior Loan ETF was a new NEXT Financial Holdings position in Q1 2019.
Invesco Senior Loan ETF made up 0.01% of NEXT Financial Holdings's portfolio in Q1 2019, its #786 holding.
366 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.