AWM
BKLN icon

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

Apollon 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 		$420K Buy
20,609
+3,360
+19% +$68.9K 0.01% 1100
2026
Q1 		$352K Sell
17,249
-25,340
-59% -$523K 0.01% 1036
2025
Q4 		$894K Sell
42,589
-4,817
-10% -$101K 0.02% 619
2025
Q3 		$992K Sell
47,406
-41,258
-47% -$864K 0.02% 567
2025
Q2 		$1.85M Sell
88,664
-14,813
-14% -$308K 0.04% 373
2025
Q1 		$2.14M Sell
103,477
-59,934
-37% -$1.26M 0.05% 322
2024
Q4 		$3.44M Buy
163,411
+24,446
+18% +$516K 0.08% 232
2024
Q3 		$2.92M Buy
138,965
+27,159
+24% +$571K 0.08% 225
2024
Q2 		$2.35M Buy
111,806
+11,601
+12% +$245K 0.07% 248
2024
Q1 		$2.12M Buy
100,205
+5,796
+6% +$122K 0.07% 272
2023
Q4 		$2M Buy
94,409
+1,902
+2% +$39.9K 0.07% 260
2023
Q3 		$1.94M Buy
92,507
+13,189
+17% +$278K 0.1% 198
2023
Q2 		$1.67M Buy
79,318
+31,663
+66% +$660K 0.08% 251
2023
Q1 		$991K Buy
47,655
+23,134
+94% +$484K 0.06% 329
2022
Q4 		$503K Buy
24,521
+13
+0.1% +$269 0.04% 512
2022
Q3 		$495K Buy
24,508
+11,993
+96% +$250K 0.04% 445
2022
Q2 		$254K Sell
12,515
-2,986
-19% -$63.3K 0.02% 611
2022
Q1 		$337K Sell
15,501
-2,538
-14% -$55.5K 0.02% 555
2021
Q4 		$399K Buy
+18,039
New +$398K 0.03% 512

Other funds holding BKLN

OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
IWMWV
Ironwood Wealth Management (West Virginia) Hurricane, West Virginia $237M AUM 14.63% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
MBTD
Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return
FWA
FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM

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

Apollon Wealth Management increased its Invesco Senior Loan ETF (BKLN) stake by 19% in Q2 2026, buying an estimated $68.9K and bringing the position to 20,609 shares worth $420K. The position accounts for 0.01% of the portfolio, ranked #1100.

Apollon Wealth Management first reported a position in BKLN in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.44M in Q4 2024. 134 funds tracked by Wall St. Rank hold BKLN as of Q2 2026.

  • Apollon Wealth Management held 20,609 shares of Invesco Senior Loan ETF worth $420K as of Q2 2026.
  • Apollon Wealth Management bought 3,360 Invesco Senior Loan ETF shares in Q2 2026, an estimated $68.9K.
  • Invesco Senior Loan ETF made up 0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #1100 holding.
  • Apollon Wealth Management first reported a position in Invesco Senior Loan ETF in Q4 2021 and has held it in 19 quarters since.
  • Apollon Wealth Management's Invesco Senior Loan ETF position peaked at $3.44M in Q4 2024.
  • 134 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.