SAG
SageView Advisory Group’s Invesco Senior Loan ETF BKLN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $977K | Buy |
46,687
+5,382
| +13% | +$113K | 0.04% | 247 |
|
|
2025
Q1 | $855K | Buy |
41,305
+4,150
| +11% | +$85.9K | 0.04% | 249 |
|
|
2024
Q4 | $783K | Buy |
+37,155
| New | +$783K | 0.03% | 258 |
|
|
2023
Q4 | – | Sell |
-15,289
| Closed | -$321K | – | 668 |
|
|
2023
Q3 | $321K | Hold |
15,289
| – | – | 0.02% | 409 |
|
|
2023
Q2 | $322K | Sell |
15,289
-338
| -2% | -$7.11K | 0.02% | 430 |
|
|
2023
Q1 | $325K | Sell |
15,627
-228
| -1% | -$4.74K | 0.02% | 373 |
|
|
2022
Q4 | $326K | Buy |
+15,855
| New | +$326K | 0.03% | 308 |
|