RPg Family Wealth Advisory’s Invesco Senior Loan ETF BKLN Stock Holding History

RPg Family Wealth Advisory’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
2019 Q2	–	Sell	-687	Closed	-$15.6K	–	282
2019 Q1	$15.6K	Hold	687	–	–	0.01%	254
2018 Q4	$15K	Hold	687	–	–	0.01%	183
2018 Q3	$15.9K	Buy	+687	New	+$15.8K	0.01%	207
2016 Q1	–	Sell	-559	Closed	-$12.5K	–	254
2015 Q4	$12.5K	Buy	+559	New	+$12.7K	0.01%	178

Other funds holding BKLN

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Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

RPg Family Wealth Advisory's BKLN Position: Q2 2019 in Review

RPg Family Wealth Advisory sold out of Invesco Senior Loan ETF (BKLN) in Q2 2019, closing a stake of 687 shares — an estimated $15.6K sold.

RPg Family Wealth Advisory first reported a position in BKLN in Q4 2015 and held it in 4 quarters. The position peaked at $15.9K in Q3 2018. 349 funds tracked by Wall St. Rank hold BKLN as of Q2 2019.

RPg Family Wealth Advisory reported no remaining Invesco Senior Loan ETF position as of Q2 2019 after selling out during the quarter.
RPg Family Wealth Advisory sold 687 Invesco Senior Loan ETF shares in Q2 2019, an estimated $15.6K.
RPg Family Wealth Advisory first reported a position in Invesco Senior Loan ETF in Q4 2015 and held it in 4 quarters.
RPg Family Wealth Advisory's Invesco Senior Loan ETF position peaked at $15.9K in Q3 2018.
349 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2019.

Based on RPg Family Wealth Advisory's 13F filing for Q2 2019, filed 13 Aug 2019.