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Alteri Wealth’s Invesco Senior Loan ETF BKLN Stock Holding History

Alteri Wealth’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 		$251K Sell
12,280
-1,124
-8% -$23.2K 0.08% 244
2025
Q4 		$281K Buy
13,404
+2,347
+21% +$49.1K 0.09% 233
2025
Q3 		$231K Buy
11,057
+864
+8% +$18.1K 0.08% 250
2025
Q2 		$213K Buy
+10,193
New +$212K 0.08% 249

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

Alteri Wealth's BKLN Position: Q1 2026 in Review

Alteri Wealth reduced its Invesco Senior Loan ETF (BKLN) stake by 8.4% in Q1 2026, selling an estimated $23.2K and leaving 12,280 shares worth $251K. The position accounts for 0.08% of the portfolio, ranked #244.

Alteri Wealth first reported a position in BKLN in Q2 2025 and has held it in 4 quarters since. The position peaked at $281K in Q4 2025. 501 funds tracked by Wall St. Rank hold BKLN as of Q1 2026.

  • Alteri Wealth held 12,280 shares of Invesco Senior Loan ETF worth $251K as of Q1 2026.
  • Alteri Wealth sold 1,124 Invesco Senior Loan ETF shares in Q1 2026, an estimated $23.2K.
  • Invesco Senior Loan ETF made up 0.08% of Alteri Wealth's portfolio in Q1 2026, its #244 holding.
  • Alteri Wealth first reported a position in Invesco Senior Loan ETF in Q2 2025 and has held it in 4 quarters since.
  • Alteri Wealth's Invesco Senior Loan ETF position peaked at $281K in Q4 2025.
  • 501 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q1 2026.

Based on Alteri Wealth's 13F filing for Q1 2026, filed 6 May 2026.