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Plante Moran Financial Advisors’s Invesco Senior Loan ETF BKLN Stock Holding History

Plante Moran Financial 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
2021
Q1 		– Sell
-205
Closed -$4.57K – 1001
2020
Q4 		$5K Buy
+205
New +$4.5K ﹤0.01% 691
2019
Q2 		– Sell
-2,041
Closed -$46K – 777
2019
Q1 		$46K Buy
+2,041
New +$46.1K 0.01% 352

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Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Plante Moran Financial Advisors's BKLN Position: Q1 2021 in Review

Plante Moran Financial Advisors sold out of Invesco Senior Loan ETF (BKLN) in Q1 2021, closing a stake of 205 shares — an estimated $4.57K sold.

Plante Moran Financial Advisors first reported a position in BKLN in Q1 2019 and held it in 2 quarters. The position peaked at $46K in Q1 2019. 366 funds tracked by Wall St. Rank hold BKLN as of Q1 2021.

  • Plante Moran Financial Advisors reported no remaining Invesco Senior Loan ETF position as of Q1 2021 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 205 Invesco Senior Loan ETF shares in Q1 2021, an estimated $4.57K.
  • Plante Moran Financial Advisors first reported a position in Invesco Senior Loan ETF in Q1 2019 and held it in 2 quarters.
  • Plante Moran Financial Advisors's Invesco Senior Loan ETF position peaked at $46K in Q1 2019.
  • 366 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q1 2021.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2021, filed 13 May 2021.