PWM
BKLN icon

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

Paulson Wealth Management’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
Q1 		– Sell
-28,941
Closed -$640K – 88
2021
Q4 		$640K Buy
+28,941
New +$639K 0.29% 34
2018
Q3 		– Sell
-17,687
Closed -$405K – 126
2018
Q2 		$405K Buy
+17,687
New +$408K 0.4% 70

Other funds holding BKLN

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
ACG
Arch Capital Group Pembroke, Bermuda $291M AUM 0.79% 1-Year Est. Return

Paulson Wealth Management's BKLN Position: Q1 2022 in Review

Paulson Wealth Management sold out of Invesco Senior Loan ETF (BKLN) in Q1 2022, closing a stake of 28,941 shares — an estimated $640K sold.

Paulson Wealth Management first reported a position in BKLN in Q2 2018 and held it in 2 quarters. The position peaked at $640K in Q4 2021. 449 funds tracked by Wall St. Rank hold BKLN as of Q1 2022.

  • Paulson Wealth Management reported no remaining Invesco Senior Loan ETF position as of Q1 2022 after selling out during the quarter.
  • Paulson Wealth Management sold 28,941 Invesco Senior Loan ETF shares in Q1 2022, an estimated $640K.
  • Paulson Wealth Management first reported a position in Invesco Senior Loan ETF in Q2 2018 and held it in 2 quarters.
  • Paulson Wealth Management's Invesco Senior Loan ETF position peaked at $640K in Q4 2021.
  • 449 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q1 2022.

Based on Paulson Wealth Management's 13F filing for Q1 2022, filed 2 May 2022.