AWA
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Aletheian Wealth Advisors’s Invesco Senior Loan ETF BKLN Stock Holding History

Aletheian Wealth Advisors’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 		$1.79M Buy
87,962
+3,253
+4% +$66.7K 0.77% 29
2026
Q1 		$1.73M Buy
+84,709
New +$1.75M 0.84% 26
2025
Q3 		$1.68M Buy
80,077
+5,405
+7% +$113K 0.78% 27
2025
Q2 		$1.56M Buy
74,672
+9,631
+15% +$200K 0.77% 28
2025
Q1 		$1.35M Buy
65,041
+1,201
+2% +$25.2K 0.76% 26
2024
Q4 		$1.35M Buy
63,840
+942
+1% +$19.9K 0.8% 27
2024
Q3 		$1.32M Buy
62,898
+2,153
+4% +$45.3K 0.77% 26
2024
Q2 		$1.28M Buy
60,745
+621
+1% +$13.1K 0.67% 34
2024
Q1 		$1.27M Buy
60,124
+4,741
+9% +$100K 0.69% 34
2023
Q4 		$1.17M Buy
55,383
+2,308
+4% +$48.4K 0.78% 33
2023
Q3 		$1.11M Sell
53,075
-3,623
-6% -$76.3K 0.85% 32
2023
Q2 		$1.19M Buy
56,698
+2,306
+4% +$48K 0.82% 34
2023
Q1 		$1.13M Sell
54,392
-982
-2% -$20.6K 1% 24
2022
Q4 		$1.14M Sell
55,374
-6,809
-11% -$141K 0.98% 27
2022
Q3 		$1.25M Sell
62,183
-2,143
-3% -$44.7K 1.43% 21
2022
Q2 		$1.3M Buy
64,326
+4,448
+7% +$94.3K 1.32% 25
2022
Q1 		$1.3M Buy
59,878
+18,039
+43% +$394K 1.24% 24
2021
Q4 		$925K Buy
+41,839
New +$923K 0.91% 26

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

Aletheian Wealth Advisors's BKLN Position: Q2 2026 in Review

Aletheian Wealth Advisors increased its Invesco Senior Loan ETF (BKLN) stake by 3.8% in Q2 2026, buying an estimated $66.7K and bringing the position to 87,962 shares worth $1.79M. The position accounts for 0.77% of the portfolio, ranked #29.

Aletheian Wealth Advisors first reported a position in BKLN in Q4 2021 and has held it in 18 quarters since. 503 funds tracked by Wall St. Rank hold BKLN as of Q2 2026.

  • Aletheian Wealth Advisors held 87,962 shares of Invesco Senior Loan ETF worth $1.79M as of Q2 2026.
  • Aletheian Wealth Advisors bought 3,253 Invesco Senior Loan ETF shares in Q2 2026, an estimated $66.7K.
  • Invesco Senior Loan ETF made up 0.77% of Aletheian Wealth Advisors's portfolio in Q2 2026, its #29 holding.
  • Aletheian Wealth Advisors first reported a position in Invesco Senior Loan ETF in Q4 2021 and has held it in 18 quarters since.
  • 503 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2026.

Based on Aletheian Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.