OLVIG
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Oliver Lagore Vanvalin Investment Group’s Invesco Senior Loan ETF BKLN Stock Holding History

Oliver Lagore Vanvalin Investment 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
2024
Q1 		– Sell
-2
Closed -$42 – 746
2023
Q4 		$42 Hold
2
– – ﹤0.01% 744
2023
Q3 		$42 Buy
+2
New +$42 ﹤0.01% 824

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IMCOOI
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
BP
BNP Paribas Paris, France $3.15B AUM 22.54% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's BKLN Position: Q1 2024 in Review

Oliver Lagore Vanvalin Investment Group sold out of Invesco Senior Loan ETF (BKLN) in Q1 2024, closing a stake of 2 shares — an estimated $42 sold.

Oliver Lagore Vanvalin Investment Group first reported a position in BKLN in Q3 2023 and held it in 2 quarters. The position peaked at $42 in Q4 2023. 507 funds tracked by Wall St. Rank hold BKLN as of Q1 2024.

  • Oliver Lagore Vanvalin Investment Group reported no remaining Invesco Senior Loan ETF position as of Q1 2024 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 2 Invesco Senior Loan ETF shares in Q1 2024, an estimated $42.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Invesco Senior Loan ETF in Q3 2023 and held it in 2 quarters.
  • Oliver Lagore Vanvalin Investment Group's Invesco Senior Loan ETF position peaked at $42 in Q4 2023.
  • 507 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q1 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q1 2024, filed 15 May 2024.