Sugarloaf Wealth Management’s Invesco Senior Loan ETF BKLN Stock Holding History

Sugarloaf Wealth Management’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
2020 Q4	–	Sell	-139	Closed	-$3K	–	723
2020 Q3	$3K	Hold	139	–	–	﹤0.01%	564
2020 Q2	$3K	Sell	139 -79	-36%	-$1.67K	﹤0.01%	563
2020 Q1	$4K	Hold	218	–	–	﹤0.01%	524
2019 Q4	$5K	Buy	+218	New	+$4.92K	﹤0.01%	533

Other funds holding BKLN

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

AIG

American International Group New York $2.93M AUM 12.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sugarloaf Wealth Management's BKLN Position: Q4 2020 in Review

Sugarloaf Wealth Management sold out of Invesco Senior Loan ETF (BKLN) in Q4 2020, closing a stake of 139 shares — an estimated $3K sold.

Sugarloaf Wealth Management first reported a position in BKLN in Q4 2019 and held it in 4 quarters. The position peaked at $5K in Q4 2019. 334 funds tracked by Wall St. Rank hold BKLN as of Q4 2020.

Sugarloaf Wealth Management reported no remaining Invesco Senior Loan ETF position as of Q4 2020 after selling out during the quarter.
Sugarloaf Wealth Management sold 139 Invesco Senior Loan ETF shares in Q4 2020, an estimated $3K.
Sugarloaf Wealth Management first reported a position in Invesco Senior Loan ETF in Q4 2019 and held it in 4 quarters.
Sugarloaf Wealth Management's Invesco Senior Loan ETF position peaked at $5K in Q4 2019.
334 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q4 2020.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2020, filed 3 Feb 2021.