RG
BKLN icon

Retirement Group’s Invesco Senior Loan ETF BKLN Stock Holding History

Retirement Group’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
Q1 		$84.2K Buy
3,982
+2,630
+195% +$55.5K 0.03% 181
2023
Q4 		$28.6K Sell
1,352
-100
-7% -$2.1K 0.01% 290
2023
Q3 		$30.5K Hold
1,452
– – 0.01% 266
2023
Q2 		$30.6K Hold
1,452
– – 0.01% 263
2023
Q1 		$30K Sell
1,452
-200
-12% -$4.19K 0.01% 245
2022
Q4 		$34K Hold
1,652
– – 0.02% 214
2022
Q3 		$33K Hold
1,652
– – 0.03% 145
2022
Q2 		$33K Buy
1,652
+700
+74% +$14.8K 0.01% 256
2022
Q1 		$21K Hold
952
– – 0.01% 329
2021
Q4 		$21K Hold
952
– – 0.01% 323
2021
Q3 		$21K Hold
952
– – 0.01% 302
2021
Q2 		$21K Hold
952
– – 0.01% 317
2021
Q1 		$21K Sell
952
-930
-49% -$20.7K 0.01% 375
2020
Q4 		$41K Buy
1,882
+604
+47% +$13.3K 0.02% 283
2020
Q3 		$28K Buy
1,278
+101
+9% +$2.19K 0.02% 293
2020
Q2 		$25K Buy
+1,177
New +$24.9K 0.02% 295
2019
Q4 		$79K Buy
+3,452
New +$77.9K 0.05% 181

Other funds holding BKLN

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
IMCOOI
Investment Management Corp of Ontario (IMCO) Toronto, Canada $7.76B AUM 99.29% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $3.61B AUM 18.46% 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
BP
BNP Paribas Paris, France $3.15B AUM 22.54% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return