Analyst IMS Investment Management Services’s Invesco Senior Loan ETF BKLN Stock Holding History

Analyst IMS Investment Management 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	$457K	Buy	+22,426	New	+$460K	0.01%	125
2019 Q1	–	Sell	-77,000	Closed	-$1.68M	–	97
2018 Q4	$1.68M	Sell	77,000 -3,441	-4%	-$78.3K	0.27%	37
2018 Q3	$1.86M	Buy	+80,441	New	+$1.86M	0.3%	33

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

Analyst IMS Investment Management Services's BKLN Position: Q2 2026 in Review

Analyst IMS Investment Management Services opened a new position in Invesco Senior Loan ETF (BKLN) in Q2 2026: 22,426 shares worth $457K. The stake represents 0.01% of the portfolio and ranks #125 among its holdings. This is a return to the name: Analyst IMS Investment Management Services previously reported a position in BKLN as recently as Q4 2018.

Analyst IMS Investment Management Services first reported a position in BKLN in Q3 2018 and has held it in 3 quarters since. The position peaked at $1.86M in Q3 2018. 504 funds tracked by Wall St. Rank hold BKLN as of Q2 2026.

Analyst IMS Investment Management Services held 22,426 shares of Invesco Senior Loan ETF worth $457K as of Q2 2026.
Invesco Senior Loan ETF was a new Analyst IMS Investment Management Services position in Q2 2026.
Invesco Senior Loan ETF made up 0.01% of Analyst IMS Investment Management Services's portfolio in Q2 2026, its #125 holding.
Analyst IMS Investment Management Services first reported a position in Invesco Senior Loan ETF in Q3 2018 and has held it in 3 quarters since.
Analyst IMS Investment Management Services's Invesco Senior Loan ETF position peaked at $1.86M in Q3 2018.
504 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2026.

Based on Analyst IMS Investment Management Services's 13F filing for Q2 2026, filed 29 Jul 2026.