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

Prentice 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
Q3 		– Sell
-420
Closed -$9K – 97
2022
Q2 		$9K Buy
+420
New +$8.9K 0.01% 105
2021
Q4 		– Sell
-420
Closed -$9K – 123
2021
Q3 		$9K Hold
420
– – ﹤0.01% 251
2021
Q2 		$9K Buy
420
+42
+11% +$932 ﹤0.01% 248
2021
Q1 		$8K Buy
+378
New +$8.42K ﹤0.01% 253

Other funds holding BKLN

Manulife (Manufacturers Life Insurance)
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $12.8B AUM 21.02% 1-Year Est. Return