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

SVA 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
2019 Q3	–	Sell	-14,369	Closed	-$326K	–	201
2019 Q2	$326K	Buy	+14,369	New	+$328K	0.03%	174
2014 Q2	–	Sell	-49,530	Closed	-$1.23M	–	164
2014 Q1	$1.23M	Buy	49,530 +7,230	+17%	+$180K	0.58%	46
2013 Q4	$1.05M	Buy	+42,300	New	+$1.05M	0.63%	43

Other funds holding BKLN

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BCC

Bain Capital Credit Boston, Massachusetts $303M AUM 15.47% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

SVA Wealth Management's BKLN Position: Q3 2019 in Review

SVA Wealth Management sold out of Invesco Senior Loan ETF (BKLN) in Q3 2019, closing a stake of 14,369 shares — an estimated $326K sold.

SVA Wealth Management first reported a position in BKLN in Q4 2013 and held it in 3 quarters. The position peaked at $1.23M in Q1 2014. 341 funds tracked by Wall St. Rank hold BKLN as of Q3 2019.

SVA Wealth Management reported no remaining Invesco Senior Loan ETF position as of Q3 2019 after selling out during the quarter.
SVA Wealth Management sold 14,369 Invesco Senior Loan ETF shares in Q3 2019, an estimated $326K.
SVA Wealth Management first reported a position in Invesco Senior Loan ETF in Q4 2013 and held it in 3 quarters.
SVA Wealth Management's Invesco Senior Loan ETF position peaked at $1.23M in Q1 2014.
341 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q3 2019.

Based on SVA Wealth Management's 13F filing for Q3 2019, filed 7 Nov 2019.