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Invesco Senior Loan Etf otr shares owned by Mittelman Wealth Management

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

Historical chart of Mittelman Wealth Management 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 Mittelman Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Senior Loan Etf otr by Mittelman Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.8M 136k 20.93
2025-06-30 $1.0M 48k 20.92
2025-03-31 $557k 27k 20.70

More positions owned by Mittelman Wealth Management

Vanguard Dividend Appreciation Etf Uit Exchange Traded (VIG)
Vanguard High Dividend Yield Etf Uit Exchange Traded (VYM)
Vanguard Ftse Developed Markets Etf Uit Exchange Traded (VEA)
Vanguard Ftse Emerging Markets Etf Uit Exchange Traded (VWO)
Vanguard S&p 500 Etf Uit Exchange Traded (VOO)
Evolv Technologies Hldgs Class A Common Stock (EVLV)
Ishares Trt Is 5-10 Inv Gr Cr Bd Etf Uit Exchange Traded (IGIB)
Ishrs 10 Yr Invest Grade Bond Etf Uit Exchange Traded (IGLB)
Ishares Tr Is 1-5 Yr In Gr Cr Bd Etf Uit Exchange Traded (IGSB)
Vanguard Small Cap Etf Uit Exchange Traded (VB)
Vanguard Mid Cap Etf Uit Exchange Traded (VO)
Franklin Ftse Japan Etf Uit Exchange Traded (FLJP)
Vanguard Utilities Etf Uit Exchange Traded (VPU)
Ishares Iboxx High Yield Bond Etf Uit Exchange Traded (HYG)
Invesco Senior Loan Etf Uit Exchange Traded (BKLN)

View all positions for Mittelman Wealth Management

Top funds holding Invesco Senior Loan Etf otr

Healthcare Of Ontario Pension Plan Trust Fund
BlackRock
Morgan Stanley
Investment Management Corp of Ontario
Charles Schwab Investment Management
Invesco
UBS Group
Wright Fund Managment
Lord, Abbett & Co
Sankaty Advisors
LPL Financial
Ensign Peak Advisors
TD Asset Management
1607 Capital Partners
Diversify Advisory Services

View all funds holding Invesco Senior Loan Etf otr