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SC&H Financial Advisors’s Invesco Senior Loan ETF BKLN Stock Holding History

SC&H Financial Advisors’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
Q1 		– Sell
-9,042
Closed -$200K – 153
2021
Q4 		$200K Buy
+9,042
New +$200K 0.11% 151

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State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
ACG
Arch Capital Group Pembroke, Bermuda $291M AUM 0.79% 1-Year Est. Return

SC&H Financial Advisors's BKLN Position: Q1 2022 in Review

SC&H Financial Advisors sold out of Invesco Senior Loan ETF (BKLN) in Q1 2022, closing a stake of 9,042 shares — an estimated $200K sold.

SC&H Financial Advisors first reported a position in BKLN in Q4 2021 and held it in 1 quarter. The position peaked at $200K in Q4 2021. 450 funds tracked by Wall St. Rank hold BKLN as of Q1 2022.

  • SC&H Financial Advisors reported no remaining Invesco Senior Loan ETF position as of Q1 2022 after selling out during the quarter.
  • SC&H Financial Advisors sold 9,042 Invesco Senior Loan ETF shares in Q1 2022, an estimated $200K.
  • SC&H Financial Advisors first reported a position in Invesco Senior Loan ETF in Q4 2021 and held it in 1 quarter.
  • SC&H Financial Advisors's Invesco Senior Loan ETF position peaked at $200K in Q4 2021.
  • 450 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q1 2022.

Based on SC&H Financial Advisors's 13F filing for Q1 2022, filed 10 May 2022.