4FG
BKLN icon

4Thought Financial Group’s Invesco Senior Loan ETF BKLN Stock Holding History

4Thought Financial Group’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 		$1.14M Buy
56,062
+2,452
+5% +$50.3K 0.54% 22
2026
Q1 		$1.09M Buy
53,610
+39,594
+282% +$818K 0.54% 24
2025
Q4 		$294K Buy
14,016
+69
+0.5% +$1.44K 0.15% 39
2025
Q3 		$292K Sell
13,947
-1
-0% -$21 0.15% 43
2025
Q2 		$292K Sell
13,948
-440
-3% -$9.13K 0.16% 43
2025
Q1 		$298K Buy
14,388
+187
+1% +$3.92K 0.18% 41
2024
Q4 		$299K Buy
14,201
+354
+3% +$7.47K 0.19% 39
2024
Q3 		$291K Buy
13,847
+50
+0.4% +$1.05K 0.18% 43
2024
Q2 		$290K Buy
13,797
+1,491
+12% +$31.5K 0.18% 44
2024
Q1 		$260K Sell
12,306
-185
-1% -$3.91K 0.17% 46
2023
Q4 		$265K Sell
12,491
-382
-3% -$8.01K 0.19% 41
2023
Q3 		$270K Buy
12,873
+77
+0.6% +$1.62K 0.22% 41
2023
Q2 		$269K Sell
12,796
-61
-0.5% -$1.27K 0.21% 41
2023
Q1 		$267K Buy
12,857
+50
+0.4% +$1.05K 0.22% 42
2022
Q4 		$263K Buy
12,807
+164
+1% +$3.4K 0.24% 42
2022
Q3 		$255K Sell
12,643
-127
-1% -$2.65K 0.25% 39
2022
Q2 		$259K Sell
12,770
-1,793
-12% -$38K 0.24% 40
2022
Q1 		$317K Sell
14,563
-47
-0.3% -$1.03K 0.28% 40
2021
Q4 		$323K Sell
14,610
-57
-0.4% -$1.26K 0.26% 41
2021
Q3 		$324K Buy
14,667
+1,075
+8% +$23.8K 0.28% 39
2021
Q2 		$301K Buy
13,592
+814
+6% +$18.1K 0.27% 39
2021
Q1 		$283K Buy
+12,778
New +$285K 0.27% 40

Other funds holding BKLN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
BP
BNP Paribas Paris, France $3.69B AUM 33.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
IMCOOI
Investment Management Corp of Ontario (IMCO) Toronto, Canada $7.9B AUM 35.91% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

4Thought Financial Group's BKLN Position: Q2 2026 in Review

4Thought Financial Group increased its Invesco Senior Loan ETF (BKLN) stake by 4.6% in Q2 2026, buying an estimated $50.3K and bringing the position to 56,062 shares worth $1.14M. The position accounts for 0.54% of the portfolio, ranked #22.

4Thought Financial Group first reported a position in BKLN in Q1 2021 and has held it in 22 quarters since. 503 funds tracked by Wall St. Rank hold BKLN as of Q2 2026.

  • 4Thought Financial Group held 56,062 shares of Invesco Senior Loan ETF worth $1.14M as of Q2 2026.
  • 4Thought Financial Group bought 2,452 Invesco Senior Loan ETF shares in Q2 2026, an estimated $50.3K.
  • Invesco Senior Loan ETF made up 0.54% of 4Thought Financial Group's portfolio in Q2 2026, its #22 holding.
  • 4Thought Financial Group first reported a position in Invesco Senior Loan ETF in Q1 2021 and has held it in 22 quarters since.
  • 503 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2026.

Based on 4Thought Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.