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 Q2	$601K	Buy	29,508 +17,586	+148%	+$361K	0.01%	724
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 $6.73T AUM 46.02% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

BNP Paribas Paris, France $3.69B AUM 33.87% 1-Year Est. Return

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 Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

Ameritas Advisory Services's BKLN Position: Q2 2026 in Review

Ameritas Advisory Services increased its Invesco Senior Loan ETF (BKLN) stake by 148% in Q2 2026, buying an estimated $361K and bringing the position to 29,508 shares worth $601K. The position accounts for 0.01% of the portfolio, ranked #724.

Ameritas Advisory Services first reported a position in BKLN in Q1 2023 and has held it in 12 quarters since. The position peaked at $620K in Q2 2025. 504 funds tracked by Wall St. Rank hold BKLN as of Q2 2026.

Ameritas Advisory Services held 29,508 shares of Invesco Senior Loan ETF worth $601K as of Q2 2026.
Ameritas Advisory Services bought 17,586 Invesco Senior Loan ETF shares in Q2 2026, an estimated $361K.
Invesco Senior Loan ETF made up 0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #724 holding.
Ameritas Advisory Services first reported a position in Invesco Senior Loan ETF in Q1 2023 and has held it in 12 quarters since.
Ameritas Advisory Services's Invesco Senior Loan ETF position peaked at $620K in Q2 2025.
504 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.