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Riversedge Advisors’s Invesco Senior Loan ETF BKLN Stock Holding History

Riversedge 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
2023
Q2 		– Sell
-28,877
Closed -$601K – 71
2023
Q1 		$601K Buy
28,877
+588
+2% +$12.3K 0.17% 44
2022
Q4 		$581K Sell
28,289
-1,935
-6% -$40.1K 0.19% 48
2022
Q3 		$610K Sell
30,224
-5,297
-15% -$111K 0.22% 43
2022
Q2 		$720K Buy
35,521
+4,631
+15% +$98.1K 0.27% 38
2022
Q1 		$672K Sell
30,890
-4,762
-13% -$104K 0.22% 40
2021
Q4 		$788K Buy
35,652
+6,457
+22% +$142K 0.25% 38
2021
Q3 		$646K Buy
29,195
+2,580
+10% +$57K 0.22% 37
2021
Q2 		$590K Buy
26,615
+1,320
+5% +$29.3K 0.22% 32
2021
Q1 		$560K Buy
25,295
+2,834
+13% +$63.2K 0.24% 30
2020
Q4 		$500K Buy
22,461
+1,277
+6% +$28K 0.23% 34
2020
Q3 		$461K Buy
21,184
+2,492
+13% +$54.2K 0.24% 34
2020
Q2 		$399K Buy
18,692
+7,607
+69% +$161K 0.23% 33
2020
Q1 		$227K Buy
11,085
+379
+4% +$8.25K 0.2% 30
2019
Q4 		$244K Buy
10,706
+1,725
+19% +$38.9K 0.29% 33
2019
Q3 		$203K Hold
8,981
– – 0.29% 35
2019
Q2 		$203K Buy
+8,981
New +$205K 0.29% 35

Other funds holding BKLN

BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Riversedge Advisors's BKLN Position: Q2 2023 in Review

Riversedge Advisors sold out of Invesco Senior Loan ETF (BKLN) in Q2 2023, closing a stake of 28,877 shares — an estimated $601K sold.

Riversedge Advisors first reported a position in BKLN in Q2 2019 and held it in 16 quarters. The position peaked at $788K in Q4 2021. 416 funds tracked by Wall St. Rank hold BKLN as of Q2 2023.

  • Riversedge Advisors reported no remaining Invesco Senior Loan ETF position as of Q2 2023 after selling out during the quarter.
  • Riversedge Advisors sold 28,877 Invesco Senior Loan ETF shares in Q2 2023, an estimated $601K.
  • Riversedge Advisors first reported a position in Invesco Senior Loan ETF in Q2 2019 and held it in 16 quarters.
  • Riversedge Advisors's Invesco Senior Loan ETF position peaked at $788K in Q4 2021.
  • 416 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2023.

Based on Riversedge Advisors's 13F filing for Q2 2023, filed 13 Jul 2023.