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 $761B AUM 31.28% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return