AF
BKLN icon

Advisornet Financial’s Invesco Senior Loan ETF BKLN Stock Holding History

Advisornet Financial’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
Q1 		$6.28M Buy
307,736
+8,781
+3% +$181K 0.33% 69
2025
Q4 		$6.28M Buy
298,955
+72,000
+32% +$1.51M 0.33% 67
2025
Q3 		$4.75M Buy
226,955
+65,396
+40% +$1.37M 0.27% 71
2025
Q2 		$3.38M Buy
161,559
+43,785
+37% +$909K 0.22% 93
2025
Q1 		$2.44M Buy
117,774
+116,882
+13,103% +$2.45M 0.18% 119
2024
Q4 		$18.8K Sell
892
-532
-37% -$11.2K ﹤0.01% 1164
2024
Q3 		$29.9K Hold
1,424
– – ﹤0.01% 1067
2024
Q2 		$30K Hold
1,424
– – ﹤0.01% 979
2024
Q1 		$30.1K Buy
1,424
+542
+61% +$11.4K ﹤0.01% 963
2023
Q4 		$18.7K Sell
882
-1,419
-62% -$29.8K ﹤0.01% 1103
2023
Q3 		$48.3K Buy
2,301
+201
+10% +$4.23K ﹤0.01% 798
2023
Q2 		$44.2K Buy
2,100
+738
+54% +$15.4K ﹤0.01% 847
2023
Q1 		$28.3K Buy
+1,362
New +$28.5K ﹤0.01% 959
2022
Q1 		– Sell
-177
Closed -$4K – 2008
2021
Q4 		$4K Buy
177
+164
+1,262% +$3.62K ﹤0.01% 1683
2021
Q3 		$0 Sell
13
-196
-94% -$4.33K ﹤0.01% 1885
2021
Q2 		$5K Hold
209
– – ﹤0.01% 1559
2021
Q1 		$5K Sell
209
-776
-79% -$17.3K ﹤0.01% 1499
2020
Q4 		$22K Buy
985
+5
+0.5% +$110 ﹤0.01% 1105
2020
Q3 		$21K Buy
980
+4
+0.4% +$87 ﹤0.01% 1087
2020
Q2 		$21K Sell
976
-1,444
-60% -$30.5K ﹤0.01% 1100
2020
Q1 		$50K Sell
2,420
-498
-17% -$10.8K ﹤0.01% 790
2019
Q4 		$67K Sell
2,918
-635
-18% -$14.3K 0.01% 794
2019
Q3 		$80K Sell
3,553
-612
-15% -$13.9K 0.01% 740
2019
Q2 		$94K Sell
4,165
-143
-3% -$3.26K 0.01% 630
2019
Q1 		$98K Sell
4,308
-1,118
-21% -$25.3K 0.01% 559
2018
Q4 		$118K Sell
5,426
-571
-10% -$13K 0.02% 482
2018
Q3 		$139K Sell
5,997
-6
-0.1% -$138 0.02% 478
2018
Q2 		$137K Sell
6,003
-1,099
-15% -$25.3K 0.02% 461
2018
Q1 		$164K Sell
7,102
-25,876
-78% -$599K 0.02% 427
2017
Q4 		$760K Buy
+32,978
New +$761K 0.12% 161

Other funds holding BKLN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IMCOOI
Investment Management Corp of Ontario (IMCO) Toronto, Canada $7.76B AUM 99.29% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Advisornet Financial's BKLN Position: Q1 2026 in Review

Advisornet Financial increased its Invesco Senior Loan ETF (BKLN) stake by 2.9% in Q1 2026, buying an estimated $181K and bringing the position to 307,736 shares worth $6.28M. The position accounts for 0.33% of the portfolio, ranked #69.

Advisornet Financial first reported a position in BKLN in Q4 2017 and has held it in 30 quarters since. 501 funds tracked by Wall St. Rank hold BKLN as of Q1 2026.

  • Advisornet Financial held 307,736 shares of Invesco Senior Loan ETF worth $6.28M as of Q1 2026.
  • Advisornet Financial bought 8,781 Invesco Senior Loan ETF shares in Q1 2026, an estimated $181K.
  • Invesco Senior Loan ETF made up 0.33% of Advisornet Financial's portfolio in Q1 2026, its #69 holding.
  • Advisornet Financial first reported a position in Invesco Senior Loan ETF in Q4 2017 and has held it in 30 quarters since.
  • 501 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.