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Planned Solutions’s Invesco Senior Loan ETF BKLN Stock Holding History

Planned 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
2024
Q4 		– Sell
-390
Closed -$8.2K – 171
2024
Q3 		$8.2K Buy
+390
New +$8.2K ﹤0.01% 463
2024
Q1 		– Sell
-349
Closed -$7.38K – 143
2023
Q4 		$7.38K Buy
+349
New +$7.32K ﹤0.01% 446
2021
Q1 		– Sell
-322
Closed -$7K – 96
2020
Q4 		$7K Sell
322
-336
-51% -$7.38K 0.01% 345
2020
Q3 		$14K Buy
+658
New +$14.3K 0.01% 237

Other funds holding BKLN

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
IMCOOI
Investment Management Corp of Ontario (IMCO) Toronto, Canada $7.9B AUM 35.91% 1-Year Est. Return

Planned Solutions's BKLN Position: Q4 2024 in Review

Planned Solutions sold out of Invesco Senior Loan ETF (BKLN) in Q4 2024, closing a stake of 390 shares — an estimated $8.2K sold.

Planned Solutions first reported a position in BKLN in Q3 2020 and held it in 4 quarters. The position peaked at $14K in Q3 2020. 540 funds tracked by Wall St. Rank hold BKLN as of Q4 2024.

  • Planned Solutions reported no remaining Invesco Senior Loan ETF position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 390 Invesco Senior Loan ETF shares in Q4 2024, an estimated $8.2K.
  • Planned Solutions first reported a position in Invesco Senior Loan ETF in Q3 2020 and held it in 4 quarters.
  • Planned Solutions's Invesco Senior Loan ETF position peaked at $14K in Q3 2020.
  • 540 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.