Pinnacle Family Advisors’s Invesco Senior Loan ETF BKLN Stock Holding History

Pinnacle Family Advisors’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 Q2	–	Sell	-22,158	Closed	-$453K	–	77
2020 Q1	$453K	Sell	22,158 -7,494	-25%	-$163K	0.54%	36
2019 Q4	$677K	Sell	29,652 -1,074	-3%	-$24.2K	0.61%	39
2019 Q3	$694K	Sell	30,726 -5,990	-16%	-$136K	0.61%	39
2019 Q2	$832K	Buy	36,716 +979	+3%	+$22.3K	0.69%	35
2019 Q1	$809K	Sell	35,737 -3,080	-8%	-$69.6K	0.72%	37
2018 Q4	$845K	Buy	38,817 +3,588	+10%	+$81.7K	0.57%	35
2018 Q3	$816K	Sell	35,229 -8,772	-20%	-$202K	0.43%	35
2018 Q2	$1.01M	Buy	+44,001	New	+$1.01M	0.54%	31

Other funds holding BKLN

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return

Pinnacle Family Advisors's BKLN Position: Q2 2020 in Review

Pinnacle Family Advisors sold out of Invesco Senior Loan ETF (BKLN) in Q2 2020, closing a stake of 22,158 shares — an estimated $453K sold.

Pinnacle Family Advisors first reported a position in BKLN in Q2 2018 and held it in 8 quarters. The position peaked at $1.01M in Q2 2018. 311 funds tracked by Wall St. Rank hold BKLN as of Q2 2020.

Pinnacle Family Advisors reported no remaining Invesco Senior Loan ETF position as of Q2 2020 after selling out during the quarter.
Pinnacle Family Advisors sold 22,158 Invesco Senior Loan ETF shares in Q2 2020, an estimated $453K.
Pinnacle Family Advisors first reported a position in Invesco Senior Loan ETF in Q2 2018 and held it in 8 quarters.
Pinnacle Family Advisors's Invesco Senior Loan ETF position peaked at $1.01M in Q2 2018.
311 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2020.

Based on Pinnacle Family Advisors's 13F filing for Q2 2020, filed 12 Aug 2020.