United Capital Financial Advisors’s Invesco Senior Loan ETF BKLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $284K | Buy |
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|
2025
Q1 | $280K | Buy |
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|
2024
Q4 | $270K | Buy |
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|
2024
Q3 | $258K | Sell |
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|
2024
Q2 | $260K | Sell |
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|
2024
Q1 | $268K | Sell |
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|
2023
Q4 | $431K | Sell |
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|
2023
Q3 | $669K | Buy |
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|
2023
Q2 | $667K | Sell |
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|
2023
Q1 | $1.02M | Buy |
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|
2022
Q4 | $822K | Sell |
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|
2022
Q3 | $912K | Sell |
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|
2022
Q2 | $1.65M | Buy |
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|
2022
Q1 | $1.26M | Buy |
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|
2021
Q4 | $854K | Buy |
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|
2021
Q3 | $836K | Buy |
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|
2021
Q2 | $755K | Sell |
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|
2021
Q1 | $886K | Buy |
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|
2020
Q4 | $874K | Sell |
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|
2020
Q3 | $917K | Buy |
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|
2020
Q2 | $893K | Sell |
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|
2020
Q1 | $873K | Sell |
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|
2019
Q4 | $1.26M | Sell |
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|
2019
Q3 | $5.9M | Buy |
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|
2019
Q2 | $4.37M | Sell |
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|
2019
Q1 | $6.58M | Sell |
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|
2018
Q4 | $25.7M | Buy |
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|
2018
Q3 | $10.9M | Sell |
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|
2018
Q2 | $29.5M | Buy |
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|
2018
Q1 | $29.5M | Buy |
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|
2017
Q4 | $8.42M | Buy |
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|
2017
Q3 | $7.05M | Sell |
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|
2017
Q2 | $18.7M | Buy |
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|
2017
Q1 | $6.06M | Sell |
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|
2016
Q4 | $15.2M | Buy |
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|
2016
Q3 | $3.75M | Sell |
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|
2016
Q2 | $8.73M | Sell |
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|
2016
Q1 | $10.5M | Buy |
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|
2015
Q4 | $2.22M | Sell |
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|
2015
Q3 | $9.51M | Buy |
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|
2015
Q2 | $6.08M | Buy |
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|
2015
Q1 | $2.8M | Buy |
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|
2014
Q4 | $1.14M | Sell |
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|
2014
Q3 | $3.52M | Sell |
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|
2014
Q2 | $4.52M | Buy |
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|
2014
Q1 | $1.85M | Buy |
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|
2013
Q4 | $821K | Buy |
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|
2013
Q3 | $787K | Sell |
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|
2013
Q2 | $866K | Buy |
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