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Annis Gardner Whiting Capital Advisors’s Invesco Senior Loan ETF BKLN Stock Holding History

Annis Gardner Whiting Capital 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
2026
Q1 		– Sell
-5,081
Closed -$107K – 1337
2025
Q4 		$107K Buy
+5,081
New +$106K 0.02% 393

Other funds holding BKLN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
Goldman Sachs
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

Annis Gardner Whiting Capital Advisors's BKLN Position: Q1 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Invesco Senior Loan ETF (BKLN) in Q1 2026, closing a stake of 5,081 shares — an estimated $107K sold.

Annis Gardner Whiting Capital Advisors first reported a position in BKLN in Q4 2025 and held it in 1 quarter. The position peaked at $107K in Q4 2025. 501 funds tracked by Wall St. Rank hold BKLN as of Q1 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining Invesco Senior Loan ETF position as of Q1 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 5,081 Invesco Senior Loan ETF shares in Q1 2026, an estimated $107K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Invesco Senior Loan ETF in Q4 2025 and held it in 1 quarter.
  • Annis Gardner Whiting Capital Advisors's Invesco Senior Loan ETF position peaked at $107K in Q4 2025.
  • 501 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q1 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q1 2026, filed 6 May 2026.