PCS
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Personal CFO Solutions’s Invesco Senior Loan ETF BKLN Stock Holding History

Personal CFO Solutions’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
2020
Q1 		– Sell
-9,547
Closed -$218K – 288
2019
Q4 		$218K Sell
9,547
-2,672
-22% -$60.3K 0.06% 299
2019
Q3 		$276K Buy
+12,219
New +$277K 0.11% 214

Other funds holding BKLN

PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Personal CFO Solutions's BKLN Position: Q1 2020 in Review

Personal CFO Solutions sold out of Invesco Senior Loan ETF (BKLN) in Q1 2020, closing a stake of 9,547 shares — an estimated $218K sold.

Personal CFO Solutions first reported a position in BKLN in Q3 2019 and held it in 2 quarters. The position peaked at $276K in Q3 2019. 327 funds tracked by Wall St. Rank hold BKLN as of Q1 2020.

  • Personal CFO Solutions reported no remaining Invesco Senior Loan ETF position as of Q1 2020 after selling out during the quarter.
  • Personal CFO Solutions sold 9,547 Invesco Senior Loan ETF shares in Q1 2020, an estimated $218K.
  • Personal CFO Solutions first reported a position in Invesco Senior Loan ETF in Q3 2019 and held it in 2 quarters.
  • Personal CFO Solutions's Invesco Senior Loan ETF position peaked at $276K in Q3 2019.
  • 327 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q1 2020.

Based on Personal CFO Solutions's 13F filing for Q1 2020, filed 30 Apr 2020.