Scheeler Financial LLC’s Invesco Senior Loan ETF BKLN Stock Holding History

Scheeler Financial LLC’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 Q3	$372K	Buy	+18,207	New	+$373K	0.28%	45

Other funds holding BKLN

FORM Wealth Advisors Lake Geneva, Wisconsin $896M AUM 12.75% 1-Year Est. Return

Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

Aletheian Wealth Advisors Bellevue, Washington $249M AUM

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return

Cobblestone Asset Management Richmond, Virginia $248M AUM 11.41% 1-Year Est. Return

VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Scheeler Financial LLC's BKLN Position: Q3 2026 in Review

Scheeler Financial LLC opened a new position in Invesco Senior Loan ETF (BKLN) in Q3 2026: 18,207 shares worth $372K. The stake represents 0.28% of the portfolio and ranks #45 among its holdings.

26 funds tracked by Wall St. Rank hold BKLN as of Q3 2026.

Scheeler Financial LLC held 18,207 shares of Invesco Senior Loan ETF worth $372K as of Q3 2026.
Invesco Senior Loan ETF was a new Scheeler Financial LLC position in Q3 2026.
Invesco Senior Loan ETF made up 0.28% of Scheeler Financial LLC's portfolio in Q3 2026, its #45 holding.
26 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q3 2026.

Based on Scheeler Financial LLC's 13F filing for Q3 2026, filed 13 Oct 2026.