A detailed history of Roger Wittlin Investment Advisory, LLC transactions in Invesco ETF Tr Ii Sr Ln ETF stock. As of the latest transaction made, Roger Wittlin Investment Advisory, LLC holds 11,848 shares of BKLN stock, worth $249,163. This represents 0.16% of its overall portfolio holdings.

Number of Shares
11,848
Previous 31,737 62.67%
Holding current value
$249,163
Previous $671,000 62.89%
% of portfolio
0.16%
Previous 0.47%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 25, 2024

SELL
$21.0 - $21.22 $417,669 - $422,044
-19,889 Reduced 62.67%
11,848 $249,000
Q1 2024

May 02, 2024

SELL
$21.01 - $21.23 $547,163 - $552,892
-26,043 Reduced 45.07%
31,737 $671,000
Q4 2023

Jan 23, 2024

BUY
$20.77 - $21.22 $25,900 - $26,461
1,247 Added 2.21%
57,780 $1.22 Million
Q3 2023

Nov 14, 2023

BUY
$20.93 - $21.27 $28,339 - $28,799
1,354 Added 2.45%
56,533 $1.19 Million
Q2 2023

Jul 31, 2023

SELL
$20.56 - $21.04 $227,660 - $232,975
-11,073 Reduced 16.71%
55,179 $1.16 Million
Q1 2023

May 12, 2023

BUY
$20.43 - $21.19 $195,964 - $203,254
9,592 Added 16.93%
66,252 $1.38 Million
Q4 2022

Feb 10, 2023

BUY
$20.36 - $21.04 $1.15 Million - $1.19 Million
56,456 Added 27674.51%
56,660 $1.16 Million
Q3 2022

Oct 25, 2022

SELL
$20.19 - $21.46 $1.59 Million - $1.69 Million
-78,599 Reduced 99.74%
204 $4,000
Q2 2022

Jul 25, 2022

BUY
$20.27 - $21.94 $8,270 - $8,951
408 Added 0.52%
78,803 $1.6 Million
Q1 2022

May 16, 2022

BUY
$21.31 - $22.2 $113,220 - $117,948
5,313 Added 7.27%
78,395 $1.71 Million
Q4 2021

Feb 18, 2022

BUY
$21.8 - $22.18 $1.59 Million - $1.62 Million
73,082 New
73,082 $1.62 Million

Others Institutions Holding BKLN

About INVESCO ETF TR II SR LN ETF


  • Ticker BKLN
  • Sector ETFs
  • Industry ETFs
More about BKLN
Track This Portfolio

Track Roger Wittlin Investment Advisory, LLC Portfolio

Follow Roger Wittlin Investment Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Roger Wittlin Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Roger Wittlin Investment Advisory, LLC with notifications on news.