AIFAIM
BKLN icon

American Institute for Advanced Investment Management’s Invesco Senior Loan ETF BKLN Stock Holding History

American Institute for Advanced 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 		$313K Hold
15,355
– – 0.18% 128
2026
Q1 		$313K Sell
15,355
-570
-4% -$11.8K 0.2% 120
2025
Q4 		$334K Sell
15,925
-214
-1% -$4.48K 0.22% 109
2025
Q3 		$338K Buy
16,139
+1,240
+8% +$26K 0.22% 106
2025
Q2 		$312K Hold
14,899
– – 0.22% 108
2025
Q1 		$308K Buy
+14,899
New +$312K 0.24% 104

Other funds holding BKLN

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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
SCM
Shenkman Capital Management New York $721M AUM 0.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
WG
Winton Group London, United Kingdom $3.09B AUM 40.4% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

American Institute for Advanced Investment Management's BKLN Position: Q2 2026 in Review

American Institute for Advanced Investment Management held its Invesco Senior Loan ETF (BKLN) position steady in Q2 2026 at 15,355 shares worth $313K. The position accounts for 0.18% of the portfolio, ranked #128.

American Institute for Advanced Investment Management first reported a position in BKLN in Q1 2025 and has held it in 6 quarters since. The position peaked at $338K in Q3 2025. 316 funds tracked by Wall St. Rank hold BKLN as of Q2 2026.

  • American Institute for Advanced Investment Management held 15,355 shares of Invesco Senior Loan ETF worth $313K as of Q2 2026.
  • American Institute for Advanced Investment Management left its Invesco Senior Loan ETF share count unchanged in Q2 2026.
  • Invesco Senior Loan ETF made up 0.18% of American Institute for Advanced Investment Management's portfolio in Q2 2026, its #128 holding.
  • American Institute for Advanced Investment Management first reported a position in Invesco Senior Loan ETF in Q1 2025 and has held it in 6 quarters since.
  • American Institute for Advanced Investment Management's Invesco Senior Loan ETF position peaked at $338K in Q3 2025.
  • 316 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2026.

Based on American Institute for Advanced Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.