
Wealth Enhancement Advisory Services’s Invesco Senior Loan ETF BKLN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.77M | Buy |
131,996
+20,373
| +18% | +$427K | ﹤0.01% | 1195 |
|
2025
Q1 | $2.31M | Buy |
111,623
+6,723
| +6% | +$139K | ﹤0.01% | 1174 |
|
2024
Q4 | $2.21M | Buy |
104,900
+22,741
| +28% | +$479K | ﹤0.01% | 1129 |
|
2024
Q3 | $1.73M | Sell |
82,159
-21,799
| -21% | -$458K | ﹤0.01% | 1128 |
|
2024
Q2 | $2.19M | Buy |
103,958
+7,990
| +8% | +$168K | 0.01% | 948 |
|
2024
Q1 | $2.03M | Buy |
95,968
+6,745
| +8% | +$143K | 0.01% | 936 |
|
2023
Q4 | $1.89M | Sell |
89,223
-198
| -0.2% | -$4.19K | 0.01% | 920 |
|
2023
Q3 | $1.88M | Buy |
+89,421
| New | +$1.88M | 0.01% | 882 |
|
2022
Q4 | – | Sell |
-13,440
| Closed | -$277K | – | 325 |
|
2022
Q3 | $277K | Sell |
13,440
-285
| -2% | -$5.87K | ﹤0.01% | 300 |
|
2022
Q2 | $282K | Sell |
13,725
-154
| -1% | -$3.16K | ﹤0.01% | 305 |
|
2022
Q1 | $304K | Sell |
13,879
-31
| -0.2% | -$679 | ﹤0.01% | 287 |
|
2021
Q4 | $306K | Buy |
13,910
+179
| +1% | +$3.94K | ﹤0.01% | 272 |
|
2021
Q3 | $303K | Buy |
13,731
+20
| +0.1% | +$441 | ﹤0.01% | 265 |
|
2021
Q2 | $303K | Buy |
13,711
+564
| +4% | +$12.5K | ﹤0.01% | 250 |
|
2021
Q1 | $292K | Buy |
+13,147
| New | +$292K | 0.01% | 244 |
|