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Team Financial Group’s Invesco Senior Loan ETF BKLN Stock Holding History

Team Financial Group’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
Q1 		– Sell
-18
Closed -$381 – 48
2023
Q4 		$381 Buy
+18
New +$378 ﹤0.01% 203

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IMCOOI
Investment Management Corp of Ontario (IMCO) Toronto, Canada $7.9B AUM 35.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
BP
BNP Paribas Paris, France $3.69B AUM 33.87% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Team Financial Group's BKLN Position: Q1 2024 in Review

Team Financial Group sold out of Invesco Senior Loan ETF (BKLN) in Q1 2024, closing a stake of 18 shares — an estimated $381 sold.

Team Financial Group first reported a position in BKLN in Q4 2023 and held it in 1 quarter. The position peaked at $381 in Q4 2023. 507 funds tracked by Wall St. Rank hold BKLN as of Q1 2024.

  • Team Financial Group reported no remaining Invesco Senior Loan ETF position as of Q1 2024 after selling out during the quarter.
  • Team Financial Group sold 18 Invesco Senior Loan ETF shares in Q1 2024, an estimated $381.
  • Team Financial Group first reported a position in Invesco Senior Loan ETF in Q4 2023 and held it in 1 quarter.
  • Team Financial Group's Invesco Senior Loan ETF position peaked at $381 in Q4 2023.
  • 507 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q1 2024.

Based on Team Financial Group's 13F filing for Q1 2024, filed 13 May 2024.