Advyzon Investment Management’s Invesco Senior Loan ETF BKLN Stock Holding History

Advyzon Investment Management’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	$659K	Buy	32,298 +1,160	+4%	+$24K	0.06%	314
2025 Q4	$654K	Buy	31,138 +3,193	+11%	+$66.8K	0.08%	255
2025 Q3	$585K	Buy	27,945 +904	+3%	+$18.9K	0.1%	194
2025 Q2	$566K	Buy	27,041 +3,194	+13%	+$66.3K	0.13%	155
2025 Q1	$494K	Buy	23,847 +3,009	+14%	+$63.1K	0.17%	112
2024 Q4	$439K	Buy	+20,838	New	+$439K	0.17%	114

Other funds holding BKLN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

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

Advyzon Investment Management's BKLN Position: Q1 2026 in Review

Advyzon Investment Management increased its Invesco Senior Loan ETF (BKLN) stake by 3.7% in Q1 2026, buying an estimated $24K and bringing the position to 32,298 shares worth $659K. The position accounts for 0.06% of the portfolio, ranked #314.

Advyzon Investment Management first reported a position in BKLN in Q4 2024 and has held it in 6 quarters since. 501 funds tracked by Wall St. Rank hold BKLN as of Q1 2026.

Advyzon Investment Management held 32,298 shares of Invesco Senior Loan ETF worth $659K as of Q1 2026.
Advyzon Investment Management bought 1,160 Invesco Senior Loan ETF shares in Q1 2026, an estimated $24K.
Invesco Senior Loan ETF made up 0.06% of Advyzon Investment Management's portfolio in Q1 2026, its #314 holding.
Advyzon Investment Management first reported a position in Invesco Senior Loan ETF in Q4 2024 and has held it in 6 quarters since.
501 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q1 2026.

Based on Advyzon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.