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Sargent Bickham Lagudis’s Invesco Senior Loan ETF BKLN Stock Holding History

Sargent Bickham Lagudis’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
2022
Q4 		$502K Buy
24,470
+3,906
+19% +$81K 0.04% 180
2022
Q3 		$415K Buy
20,564
+13,999
+213% +$292K 0.04% 183
2022
Q2 		$133K Hold
6,565
– – 0.01% 289
2022
Q1 		$143K Hold
6,565
– – 0.01% 289
2021
Q4 		$145K Sell
6,565
-3,345
-34% -$73.8K 0.01% 286
2021
Q3 		$219K Buy
+9,910
New +$219K 0.02% 239
2020
Q1 		– Sell
-117,967
Closed -$2.69M – 780
2019
Q4 		$2.69M Buy
+117,967
New +$2.66M 0.3% 75

Other funds holding BKLN

CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return