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Angeles Investment Advisors’s Invesco Senior Loan ETF BKLN Stock Holding History

Angeles Investment Advisors’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
2025
Q3 		– Sell
-1,665,780
Closed -$34.8M – 31
2025
Q2 		$34.8M Buy
+1,665,780
New +$34.6M 1.97% 8
2025
Q1 		– Sell
-3,427,390
Closed -$72.2M – 60
2024
Q4 		$72.2M Buy
+3,427,390
New +$72.3M 3.48% 8
2024
Q3 		– Sell
-2,720,390
Closed -$57.2M – 221
2024
Q2 		$57.2M Buy
2,720,390
+1,183,000
+77% +$25M 2.92% 8
2024
Q1 		$32.5M Hold
1,537,390
– – 1.73% 14
2023
Q4 		$32.6M Sell
1,537,390
-1,827,032
-54% -$38.3M 1.96% 11
2023
Q3 		$70.6M Buy
+3,364,422
New +$70.8M 5.53% 3
2022
Q1 		– Sell
-354,971
Closed -$7.84M – 136
2021
Q4 		$7.84M Sell
354,971
-21,239
-6% -$469K 0.39% 26
2021
Q3 		$8.32M Buy
376,210
+1,099
+0.3% +$24.3K 0.48% 26
2021
Q2 		$8.31M Buy
375,111
+372,284
+13,169% +$8.26M 0.52% 23
2021
Q1 		$902K Sell
2,827
-344,502
-99% -$7.68M 0.07% 50
2020
Q4 		$7.74M Buy
347,329
+31,945
+10% +$701K 0.78% 13
2020
Q3 		$6.86M Buy
315,384
+29,284
+10% +$636K 0.86% 11
2020
Q2 		$6.11M Buy
286,100
+10,570
+4% +$224K 0.87% 12
2020
Q1 		$5.78M Buy
275,530
+52,485
+24% +$1.14M 1.56% 10
2019
Q4 		$5.09M Sell
223,045
-12,120
-5% -$273K 1.02% 5
2019
Q3 		$5.31M Buy
235,165
+24,360
+12% +$553K 1.15% 5
2019
Q2 		$4.78M Buy
210,805
+11,990
+6% +$273K 1.17% 6
2019
Q1 		$4.5M Buy
198,815
+42,140
+27% +$952K 4.27% 3
2018
Q4 		$3.41M Buy
+156,675
New +$3.57M 2.96% 7

Other funds holding BKLN

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Angeles Investment Advisors's BKLN Position: Q3 2025 in Review

Angeles Investment Advisors sold out of Invesco Senior Loan ETF (BKLN) in Q3 2025, closing a stake of 1,665,780 shares — an estimated $34.8M sold.

Angeles Investment Advisors first reported a position in BKLN in Q4 2018 and held it in 19 quarters. The position peaked at $72.2M in Q4 2024. 502 funds tracked by Wall St. Rank hold BKLN as of Q3 2025.

  • Angeles Investment Advisors reported no remaining Invesco Senior Loan ETF position as of Q3 2025 after selling out during the quarter.
  • Angeles Investment Advisors sold 1,665,780 Invesco Senior Loan ETF shares in Q3 2025, an estimated $34.8M.
  • Angeles Investment Advisors first reported a position in Invesco Senior Loan ETF in Q4 2018 and held it in 19 quarters.
  • Angeles Investment Advisors's Invesco Senior Loan ETF position peaked at $72.2M in Q4 2024.
  • 502 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q3 2025.

Based on Angeles Investment Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.