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Sanctuary Wealth Management’s Invesco Senior Loan ETF BKLN Stock Holding History

Sanctuary Wealth Management’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
Q4 		$2.15K Hold
102
– – ﹤0.01% 231
2024
Q3 		$2.14K Hold
102
– – ﹤0.01% 232
2024
Q2 		$2.15K Buy
+102
New +$2.15K ﹤0.01% 211

Other funds holding BKLN

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
IMCOOI
Investment Management Corp of Ontario (IMCO) Toronto, Canada $7.76B AUM 99.29% 1-Year Est. Return

Sanctuary Wealth Management's BKLN Position: Q4 2024 in Review

Sanctuary Wealth Management held its Invesco Senior Loan ETF (BKLN) position steady in Q4 2024 at 102 shares worth $2.15K. The position accounts for ﹤0.01% of the portfolio, ranked #231.

Sanctuary Wealth Management first reported a position in BKLN in Q2 2024 and has held it in 3 quarters since. 539 funds tracked by Wall St. Rank hold BKLN as of Q4 2024.

  • Sanctuary Wealth Management held 102 shares of Invesco Senior Loan ETF worth $2.15K as of Q4 2024.
  • Sanctuary Wealth Management left its Invesco Senior Loan ETF share count unchanged in Q4 2024.
  • Invesco Senior Loan ETF made up ﹤0.01% of Sanctuary Wealth Management's portfolio in Q4 2024, its #231 holding.
  • Sanctuary Wealth Management first reported a position in Invesco Senior Loan ETF in Q2 2024 and has held it in 3 quarters since.
  • 539 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.