Sequent Planning’s Invesco Senior Loan ETF BKLN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$320K Buy
15,280
+1,050
+7% +$22K 0.1% 120
2025
Q1
$295K Sell
14,230
-4,278
-23% -$88.6K 0.11% 116
2024
Q4
$390K Sell
18,508
-635
-3% -$13.4K 0.14% 95
2024
Q3
$402K Sell
19,143
-14,830
-44% -$312K 0.14% 99
2024
Q2
$714K Buy
33,973
+1,400
+4% +$29.4K 0.24% 69
2024
Q1
$689K Buy
+32,573
New +$689K 0.25% 75