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 Q2	$652K	Sell	31,997 -301	-0.9%	-$6.17K	0.05%	389
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 $6.73T AUM 46.02% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

BNP Paribas Paris, France $3.69B AUM 33.87% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Investment Management Corp of Ontario (IMCO) Toronto, Canada $7.9B AUM 35.91% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

Advyzon Investment Management's BKLN Position: Q2 2026 in Review

Advyzon Investment Management reduced its Invesco Senior Loan ETF (BKLN) stake by 0.93% in Q2 2026, selling an estimated $6.17K and leaving 31,997 shares worth $652K. The position accounts for 0.05% of the portfolio, ranked #389.

Advyzon Investment Management first reported a position in BKLN in Q4 2024 and has held it in 7 quarters since. The position peaked at $659K in Q1 2026. 504 funds tracked by Wall St. Rank hold BKLN as of Q2 2026.

Advyzon Investment Management held 31,997 shares of Invesco Senior Loan ETF worth $652K as of Q2 2026.
Advyzon Investment Management sold 301 Invesco Senior Loan ETF shares in Q2 2026, an estimated $6.17K.
Invesco Senior Loan ETF made up 0.05% of Advyzon Investment Management's portfolio in Q2 2026, its #389 holding.
Advyzon Investment Management first reported a position in Invesco Senior Loan ETF in Q4 2024 and has held it in 7 quarters since.
Advyzon Investment Management's Invesco Senior Loan ETF position peaked at $659K in Q1 2026.
504 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.