Ameritas Advisory Services’s Invesco Senior Loan ETF BKLN Stock Holding History

Ameritas Advisory Services’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	$243K	Sell	11,922 -10,519	-47%	-$217K	0.01%	851
2025 Q4	$471K	Buy	22,441 +19,606	+692%	+$410K	0.02%	592
2025 Q3	$59.3K	Sell	2,835 -26,785	-90%	-$561K	﹤0.01%	1017
2025 Q2	$620K	Buy	29,620 +709	+2%	+$14.7K	0.03%	452
2025 Q1	$600K	Buy	28,911 +1,789	+7%	+$37.5K	0.02%	523
2024 Q4	$571K	Buy	27,122 +193	+0.7%	+$4.07K	0.02%	557
2024 Q3	$566K	Buy	26,929 +639	+2%	+$13.4K	0.02%	520
2024 Q2	$553K	Buy	26,290 +654	+3%	+$13.8K	0.02%	558
2024 Q1	$542K	Buy	25,636 +11,616	+83%	+$245K	0.02%	537
2023 Q4	$297K	Buy	+14,020	New	+$294K	0.02%	555
2023 Q2	–	Sell	-3,411	Closed	-$71K	–	758
2023 Q1	$71K	Buy	+3,411	New	+$71.4K	﹤0.01%	1127

Other funds holding BKLN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

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

Ameritas Advisory Services's BKLN Position: Q1 2026 in Review

Ameritas Advisory Services reduced its Invesco Senior Loan ETF (BKLN) stake by 47% in Q1 2026, selling an estimated $217K and leaving 11,922 shares worth $243K. The position accounts for 0.01% of the portfolio, ranked #851.

Ameritas Advisory Services first reported a position in BKLN in Q1 2023 and has held it in 11 quarters since. The position peaked at $620K in Q2 2025. 501 funds tracked by Wall St. Rank hold BKLN as of Q1 2026.

Ameritas Advisory Services held 11,922 shares of Invesco Senior Loan ETF worth $243K as of Q1 2026.
Ameritas Advisory Services sold 10,519 Invesco Senior Loan ETF shares in Q1 2026, an estimated $217K.
Invesco Senior Loan ETF made up 0.01% of Ameritas Advisory Services's portfolio in Q1 2026, its #851 holding.
Ameritas Advisory Services first reported a position in Invesco Senior Loan ETF in Q1 2023 and has held it in 11 quarters since.
Ameritas Advisory Services's Invesco Senior Loan ETF position peaked at $620K in Q2 2025.
501 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q1 2026.

Based on Ameritas Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.