WealthOne’s Invesco Senior Loan ETF BKLN Stock Holding History

WealthOne’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 Q1	–	Sell	-393	Closed	-$9K	–	118
2018 Q4	$9K	Buy	+393	New	+$8.95K	0.01%	377

Other funds holding BKLN

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CSIA

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WealthOne's BKLN Position: Q1 2019 in Review

WealthOne sold out of Invesco Senior Loan ETF (BKLN) in Q1 2019, closing a stake of 393 shares — an estimated $9K sold.

WealthOne first reported a position in BKLN in Q4 2018 and held it in 1 quarter. The position peaked at $9K in Q4 2018. 366 funds tracked by Wall St. Rank hold BKLN as of Q1 2019.

WealthOne reported no remaining Invesco Senior Loan ETF position as of Q1 2019 after selling out during the quarter.
WealthOne sold 393 Invesco Senior Loan ETF shares in Q1 2019, an estimated $9K.
WealthOne first reported a position in Invesco Senior Loan ETF in Q4 2018 and held it in 1 quarter.
WealthOne's Invesco Senior Loan ETF position peaked at $9K in Q4 2018.
366 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.