Heritage Oak Wealth Advisors »

Invesco Senior Loan Etf otr shares owned by Heritage Oak Wealth Advisors

Quarter-by-quarter ownership of Invesco Senior Loan Etf otr (BKLN) shares owned by Heritage Oak Wealth Advisors from 13F filings

Historical chart of Heritage Oak Wealth Advisors investment in Invesco Senior Loan Etf otr

Tip: Access up to 7 years of quarterly data

All positions including Invesco Senior Loan Etf otr held by Heritage Oak Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Invesco Senior Loan Etf otr by Heritage Oak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.2M 105k 21.04

More positions owned by Heritage Oak Wealth Advisors

Wal-Mart Stores (WMT)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Core Scientific *w Exp 01/23/202 (CORZZ)
Apple (AAPL)
Humana (HUM)
Spdr Gold Tr Gold Shs (GLD)
Dbx Etf Tr Xtrack Usd High (HYLB)
Spdr Ser Tr Portfli High Yld (SPHY)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Core Scientific *w Exp 01/23/202 (CORZW)
Core Scientific (CORZ)

View all positions for Heritage Oak Wealth Advisors

Top funds holding Invesco Senior Loan Etf otr

BlackRock
Liberty Mutual Group Asset Management
Goldman Sachs Group
Jpmorgan Chase & Co
Morgan Stanley
Investment Management Corp of Ontario
Manufacturers Life Insurance Company
Grimes & Company
Mariner Investment Group
Bank of America Corporation
State of Wisconsin Investment Board
Charles Schwab Investment Management
Jane Street
Royal Bank of Canada
III Capital Management

View all funds holding Invesco Senior Loan Etf otr