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Principle Wealth Partners’s Invesco Senior Loan ETF BKLN Stock Holding History

Principle Wealth Partners’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
Q3 		– Sell
-165
Closed -$4K – 180
2020
Q2 		$4K Buy
+165
New +$3.49K ﹤0.01% 443

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Envestnet Asset Management
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Principle Wealth Partners's BKLN Position: Q3 2020 in Review

Principle Wealth Partners sold out of Invesco Senior Loan ETF (BKLN) in Q3 2020, closing a stake of 165 shares — an estimated $4K sold.

Principle Wealth Partners first reported a position in BKLN in Q2 2020 and held it in 1 quarter. The position peaked at $4K in Q2 2020. 317 funds tracked by Wall St. Rank hold BKLN as of Q3 2020.

  • Principle Wealth Partners reported no remaining Invesco Senior Loan ETF position as of Q3 2020 after selling out during the quarter.
  • Principle Wealth Partners sold 165 Invesco Senior Loan ETF shares in Q3 2020, an estimated $4K.
  • Principle Wealth Partners first reported a position in Invesco Senior Loan ETF in Q2 2020 and held it in 1 quarter.
  • Principle Wealth Partners's Invesco Senior Loan ETF position peaked at $4K in Q2 2020.
  • 317 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q3 2020.

Based on Principle Wealth Partners's 13F filing for Q3 2020, filed 16 Nov 2020.