TIAM2
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Tru Independence Asset Management 2’s Invesco Senior Loan ETF BKLN Stock Holding History

Tru Independence Asset Management 2’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
2021
Q1 		– Sell
-2,805
Closed -$62K – 141
2020
Q4 		$62K Buy
+2,805
New +$61.6K 0.05% 159

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Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Tru Independence Asset Management 2's BKLN Position: Q1 2021 in Review

Tru Independence Asset Management 2 sold out of Invesco Senior Loan ETF (BKLN) in Q1 2021, closing a stake of 2,805 shares — an estimated $62K sold.

Tru Independence Asset Management 2 first reported a position in BKLN in Q4 2020 and held it in 1 quarter. The position peaked at $62K in Q4 2020. 366 funds tracked by Wall St. Rank hold BKLN as of Q1 2021.

  • Tru Independence Asset Management 2 reported no remaining Invesco Senior Loan ETF position as of Q1 2021 after selling out during the quarter.
  • Tru Independence Asset Management 2 sold 2,805 Invesco Senior Loan ETF shares in Q1 2021, an estimated $62K.
  • Tru Independence Asset Management 2 first reported a position in Invesco Senior Loan ETF in Q4 2020 and held it in 1 quarter.
  • Tru Independence Asset Management 2's Invesco Senior Loan ETF position peaked at $62K in Q4 2020.
  • 366 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q1 2021.

Based on Tru Independence Asset Management 2's 13F filing for Q1 2021, filed 19 May 2021.