1620 Investment Advisors’s Invesco Senior Loan ETF BKLN Stock Holding History

1620 Investment Advisors’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
2026 Q2	$210K	Sell	10,285 -72	-0.7%	-$1.48K	0.13%	176
2026 Q1	$211K	Hold	10,357	–	–	0.14%	153
2025 Q4	$217K	Sell	10,357 -1,235	-11%	-$25.8K	0.15%	150
2025 Q3	$243K	Hold	11,592	–	–	0.16%	136
2025 Q2	$243K	Sell	11,592 -70	-0.6%	-$1.45K	0.17%	138
2025 Q1	$241K	Sell	11,662 -114	-1%	-$2.39K	0.18%	137
2024 Q4	$248K	Buy	11,776 +481	+4%	+$10.1K	0.19%	137
2024 Q3	$237K	Sell	11,295 -145	-1%	-$3.05K	0.17%	145
2024 Q2	$241K	Sell	11,440 -10	-0.1%	-$211	0.18%	142
2024 Q1	$242K	Buy	11,450 +294	+3%	+$6.21K	0.24%	127
2023 Q4	$236K	Buy	11,156 +911	+9%	+$19.1K	0.26%	123
2023 Q3	$215K	Sell	10,245 -50	-0.5%	-$1.05K	0.24%	125
2023 Q2	$217K	Sell	10,295 -776	-7%	-$16.2K	0.23%	127
2023 Q1	$230K	Sell	11,071 -115	-1%	-$2.41K	0.28%	114
2022 Q4	$230K	Buy	11,186 +450	+4%	+$9.33K	0.28%	118
2022 Q3	$217K	Buy	10,736 +700	+7%	+$14.6K	0.32%	105
2022 Q2	$203K	Buy	10,036 +955	+11%	+$20.2K	0.28%	115
2022 Q1	$201K	Hold	9,081	–	–	0.22%	120
2021 Q4	$201K	Buy	+9,081	New	+$200K	0.23%	116

Other funds holding BKLN

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

IWMWV

Ironwood Wealth Management (West Virginia) Hurricane, West Virginia $237M AUM 14.63% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

MBTD

Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return

FWA

FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM

MGIA

Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

BCA

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

1620 Investment Advisors's BKLN Position: Q2 2026 in Review

1620 Investment Advisors reduced its Invesco Senior Loan ETF (BKLN) stake by 0.7% in Q2 2026, selling an estimated $1.48K and leaving 10,285 shares worth $210K. The position accounts for 0.13% of the portfolio, ranked #176.

1620 Investment Advisors first reported a position in BKLN in Q4 2021 and has held it in 19 quarters since. The position peaked at $248K in Q4 2024. 64 funds tracked by Wall St. Rank hold BKLN as of Q2 2026.

1620 Investment Advisors held 10,285 shares of Invesco Senior Loan ETF worth $210K as of Q2 2026.
1620 Investment Advisors sold 72 Invesco Senior Loan ETF shares in Q2 2026, an estimated $1.48K.
Invesco Senior Loan ETF made up 0.13% of 1620 Investment Advisors's portfolio in Q2 2026, its #176 holding.
1620 Investment Advisors first reported a position in Invesco Senior Loan ETF in Q4 2021 and has held it in 19 quarters since.
1620 Investment Advisors's Invesco Senior Loan ETF position peaked at $248K in Q4 2024.
64 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.