SOA Wealth Advisors’s Invesco Senior Loan ETF BKLN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.4K | Buy |
1,357
+26
| +2% | +$544 | 0.01% | 447 |
|
|
2025
Q1 | $27.5K | Buy |
1,331
+22
| +2% | +$455 | 0.01% | 417 |
|
|
2024
Q4 | $27.6K | Buy |
1,309
+25
| +2% | +$527 | 0.01% | 406 |
|
|
2024
Q3 | $27K | Buy |
1,284
+30
| +2% | +$630 | 0.01% | 406 |
|
|
2024
Q2 | $26.4K | Buy |
1,254
+26
| +2% | +$547 | 0.01% | 396 |
|
|
2024
Q1 | $26K | Buy |
1,228
+24
| +2% | +$508 | 0.01% | 401 |
|
|
2023
Q4 | $25.5K | Buy |
1,204
+26
| +2% | +$551 | 0.01% | 390 |
|
|
2023
Q3 | $24.7K | Sell |
1,178
-163
| -12% | -$3.42K | 0.01% | 384 |
|
|
2023
Q2 | $28.2K | Buy |
1,341
+24
| +2% | +$505 | 0.01% | 372 |
|
|
2023
Q1 | $27.4K | Buy |
1,317
+21
| +2% | +$437 | 0.01% | 369 |
|
|
2022
Q4 | $26.6K | Buy |
1,296
+23
| +2% | +$472 | 0.01% | 363 |
|
|
2022
Q3 | $25K | Buy |
1,273
+207
| +19% | +$4.07K | 0.01% | 349 |
|
|
2022
Q2 | $21K | Buy |
1,066
+9
| +0.9% | +$177 | 0.01% | 373 |
|
|
2022
Q1 | $23K | Buy |
1,057
+8
| +0.8% | +$174 | 0.01% | 437 |
|
|
2021
Q4 | $23K | Buy |
1,049
+8
| +0.8% | +$175 | 0.01% | 420 |
|
|
2021
Q3 | $23K | Buy |
1,041
+8
| +0.8% | +$177 | 0.01% | 427 |
|
|
2021
Q2 | $22K | Buy |
1,033
+8
| +0.8% | +$170 | 0.01% | 441 |
|
|
2021
Q1 | $22K | Buy |
1,025
+3
| +0.3% | +$64 | 0.01% | 385 |
|
|
2020
Q4 | $22K | Buy |
+1,022
| New | +$22K | 0.01% | 383 |
|