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Significant Wealth Partners’s Invesco Senior Loan ETF BKLN Stock Holding History

Significant Wealth Partners’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
Q2 		– Sell
-164,523
Closed -$3.48M – 82
2024
Q1 		$3.48M Buy
164,523
+148,577
+932% +$3.14M 2.28% 10
2023
Q4 		$338K Buy
+15,946
New +$334K 0.25% 110

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LMGAM
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Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Investment Management Corp of Ontario (IMCO)
Investment Management Corp of Ontario (IMCO) Toronto, Canada $7.9B AUM 35.91% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Grimes & Company
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Significant Wealth Partners's BKLN Position: Q2 2024 in Review

Significant Wealth Partners sold out of Invesco Senior Loan ETF (BKLN) in Q2 2024, closing a stake of 164,523 shares — an estimated $3.48M sold.

Significant Wealth Partners first reported a position in BKLN in Q4 2023 and held it in 2 quarters. The position peaked at $3.48M in Q1 2024. 525 funds tracked by Wall St. Rank hold BKLN as of Q2 2024.

  • Significant Wealth Partners reported no remaining Invesco Senior Loan ETF position as of Q2 2024 after selling out during the quarter.
  • Significant Wealth Partners sold 164,523 Invesco Senior Loan ETF shares in Q2 2024, an estimated $3.48M.
  • Significant Wealth Partners first reported a position in Invesco Senior Loan ETF in Q4 2023 and held it in 2 quarters.
  • Significant Wealth Partners's Invesco Senior Loan ETF position peaked at $3.48M in Q1 2024.
  • 525 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2024.

Based on Significant Wealth Partners's 13F filing for Q2 2024, filed 26 Jul 2024.