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

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

IWMWV

Ironwood Wealth Management (West Virginia) Hurricane, West Virginia $237M AUM 14.63% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

MBTD

Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return

FWA

FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM

MGIA

Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

BCA

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 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. 61 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.
61 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.