AP
BKLN icon

Appleton Partners’s Invesco Senior Loan ETF BKLN Stock Holding History

Appleton Partners’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 		$3.46M Buy
169,946
+8,451
+5% +$173K 0.21% 91
2026
Q1 		$3.3M Buy
161,495
+5,290
+3% +$109K 0.23% 93
2025
Q4 		$3.28M Buy
156,205
+4,571
+3% +$95.6K 0.22% 95
2025
Q3 		$3.17M Buy
151,634
+5,768
+4% +$121K 0.21% 95
2025
Q2 		$3.05M Buy
145,866
+125
+0.1% +$2.6K 0.22% 96
2025
Q1 		$3.02M Buy
145,741
+6,093
+4% +$128K 0.23% 91
2024
Q4 		$2.94M Buy
139,648
+3,354
+2% +$70.7K 0.22% 94
2024
Q3 		$2.86M Buy
136,294
+2,219
+2% +$46.6K 0.21% 95
2024
Q2 		$2.82M Sell
134,075
-588
-0.4% -$12.4K 0.22% 92
2024
Q1 		$2.85M Buy
134,663
+2,422
+2% +$51.1K 0.22% 94
2023
Q4 		$2.8M Buy
132,241
+2,928
+2% +$61.4K 0.23% 95
2023
Q3 		$2.71M Sell
129,313
-1,582
-1% -$33.3K 0.24% 92
2023
Q2 		$2.75M Sell
130,895
-395
-0.3% -$8.23K 0.23% 93
2023
Q1 		$2.73M Buy
131,290
+679
+0.5% +$14.2K 0.24% 91
2022
Q4 		$2.68M Buy
130,611
+1,835
+1% +$38K 0.25% 93
2022
Q3 		$2.6M Buy
128,776
+5,021
+4% +$105K 0.26% 95
2022
Q2 		$2.51M Buy
123,755
+6,413
+5% +$136K 0.24% 92
2022
Q1 		$2.56M Buy
117,342
+5,296
+5% +$116K 0.21% 101
2021
Q4 		$2.48M Buy
112,046
+15,234
+16% +$336K 0.19% 108
2021
Q3 		$2.14M Buy
96,812
+24,098
+33% +$533K 0.18% 116
2021
Q2 		$1.61M Buy
72,714
+17,003
+31% +$377K 0.14% 131
2021
Q1 		$1.23M Buy
55,711
+12,270
+28% +$273K 0.11% 137
2020
Q4 		$968K Buy
43,441
+4,613
+12% +$101K 0.1% 146
2020
Q3 		$844K Buy
38,828
+4,318
+13% +$93.8K 0.09% 146
2020
Q2 		$737K Sell
34,510
-1,673
-5% -$35.4K 0.09% 150
2020
Q1 		$740K Sell
36,183
-18,257
-34% -$397K 0.1% 143
2019
Q4 		$1.24M Buy
54,440
+2,502
+5% +$56.4K 0.14% 140
2019
Q3 		$1.17M Buy
51,938
+8,770
+20% +$199K 0.14% 137
2019
Q2 		$978K Buy
43,168
+10,945
+34% +$250K 0.12% 143
2019
Q1 		$730K Buy
32,223
+12,825
+66% +$290K 0.1% 152
2018
Q4 		$422K Buy
+19,398
New +$441K 0.06% 191

Other funds holding BKLN

OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 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
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 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

Appleton Partners's BKLN Position: Q2 2026 in Review

Appleton Partners increased its Invesco Senior Loan ETF (BKLN) stake by 5.2% in Q2 2026, buying an estimated $173K and bringing the position to 169,946 shares worth $3.46M. The position accounts for 0.21% of the portfolio, ranked #91.

Appleton Partners first reported a position in BKLN in Q4 2018 and has held it in 31 quarters since. 196 funds tracked by Wall St. Rank hold BKLN as of Q2 2026.

  • Appleton Partners held 169,946 shares of Invesco Senior Loan ETF worth $3.46M as of Q2 2026.
  • Appleton Partners bought 8,451 Invesco Senior Loan ETF shares in Q2 2026, an estimated $173K.
  • Invesco Senior Loan ETF made up 0.21% of Appleton Partners's portfolio in Q2 2026, its #91 holding.
  • Appleton Partners first reported a position in Invesco Senior Loan ETF in Q4 2018 and has held it in 31 quarters since.
  • 196 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.