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Safeguard Investment Advisory Group’s Invesco Senior Loan ETF BKLN Stock Holding History

Safeguard Investment Advisory 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
2021
Q1 		– Sell
-56
Closed -$1K – 150
2020
Q4 		$1K Buy
+56
New +$1.23K ﹤0.01% 657

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Safeguard Investment Advisory Group's BKLN Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Invesco Senior Loan ETF (BKLN) in Q1 2021, closing a stake of 56 shares — an estimated $1K sold.

Safeguard Investment Advisory Group first reported a position in BKLN in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 366 funds tracked by Wall St. Rank hold BKLN as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Invesco Senior Loan ETF position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 56 Invesco Senior Loan ETF shares in Q1 2021, an estimated $1K.
  • Safeguard Investment Advisory Group first reported a position in Invesco Senior Loan ETF in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Invesco Senior Loan ETF position peaked at $1K in Q4 2020.
  • 366 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.