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Sheaff Brock Investment Advisors’s Invesco Senior Loan ETF BKLN Stock Holding History

Sheaff Brock Investment 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
2017
Q3 		– Sell
-14,015
Closed -$324K – 576
2017
Q2 		$324K Sell
14,015
-4,300
-23% -$99.9K 0.04% 366
2017
Q1 		$426K Sell
18,315
-46,995
-72% -$1.1M 0.06% 310
2016
Q4 		$1.53M Buy
65,310
+4,100
+7% +$95.1K 0.19% 106
2016
Q3 		$1.42M Hold
61,210
– – 0.19% 112
2016
Q2 		$1.41M Buy
61,210
+9,900
+19% +$227K 0.18% 120
2016
Q1 		$1.17M Hold
51,310
– – 0.14% 150
2015
Q4 		$1.15M Buy
+51,310
New +$1.17M 0.13% 167

Other funds holding BKLN

Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return