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Angeles Wealth Management’s Invesco Senior Loan ETF BKLN Stock Holding History

Angeles Wealth 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 		$9.04M Sell
443,742
-1,310
-0.3% -$26.9K 0.41% 32
2026
Q1 		$9.08M Buy
445,052
+35,072
+9% +$724K 0.49% 28
2025
Q4 		$8.61M Buy
409,980
+49,013
+14% +$1.03M 0.47% 30
2025
Q3 		$7.56M Buy
360,967
+50,500
+16% +$1.06M 0.46% 29
2025
Q2 		$6.49M Sell
310,467
-5,850
-2% -$121K 0.45% 25
2025
Q1 		$6.55M Buy
316,317
+4,558
+1% +$95.6K 0.54% 24
2024
Q4 		$6.57M Buy
311,759
+7,170
+2% +$151K 0.54% 24
2024
Q3 		$6.4M Sell
304,589
-457,212
-60% -$9.61M 0.55% 24
2024
Q2 		$16M Buy
761,801
+24,017
+3% +$507K 1.5% 17
2024
Q1 		$15.6M Buy
737,784
+83,065
+13% +$1.75M 1.56% 17
2023
Q4 		$13.9M Sell
654,719
-1,874
-0.3% -$39.3K 1.69% 16
2023
Q3 		$13.8M Buy
656,593
+4,024
+0.6% +$84.7K 1.95% 16
2023
Q2 		$13.7M Buy
652,569
+23,773
+4% +$495K 1.87% 16
2023
Q1 		$13.1M Buy
628,796
+62,700
+11% +$1.31M 1.95% 17
2022
Q4 		$11.6M Buy
566,096
+30,230
+6% +$627K 2.03% 17
2022
Q3 		$10.8M Buy
535,866
+24,682
+5% +$515K 2.14% 14
2022
Q2 		$10.4M Sell
511,184
-16,040
-3% -$340K 2.07% 16
2022
Q1 		$11.5M Buy
+527,224
New +$11.5M 2.17% 11

Other funds holding BKLN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
BP
BNP Paribas Paris, France $3.69B AUM 33.87% 1-Year Est. Return
Invesco
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
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

Angeles Wealth Management's BKLN Position: Q2 2026 in Review

Angeles Wealth Management reduced its Invesco Senior Loan ETF (BKLN) stake by 0.29% in Q2 2026, selling an estimated $26.9K and leaving 443,742 shares worth $9.04M. The position accounts for 0.41% of the portfolio, ranked #32.

Angeles Wealth Management first reported a position in BKLN in Q1 2022 and has held it in 18 quarters since. The position peaked at $16M in Q2 2024. 503 funds tracked by Wall St. Rank hold BKLN as of Q2 2026.

  • Angeles Wealth Management held 443,742 shares of Invesco Senior Loan ETF worth $9.04M as of Q2 2026.
  • Angeles Wealth Management sold 1,310 Invesco Senior Loan ETF shares in Q2 2026, an estimated $26.9K.
  • Invesco Senior Loan ETF made up 0.41% of Angeles Wealth Management's portfolio in Q2 2026, its #32 holding.
  • Angeles Wealth Management first reported a position in Invesco Senior Loan ETF in Q1 2022 and has held it in 18 quarters since.
  • Angeles Wealth Management's Invesco Senior Loan ETF position peaked at $16M in Q2 2024.
  • 503 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.