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Aptus Capital Advisors’s Invesco Senior Loan ETF BKLN Stock Holding History

Aptus 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
Q2 		$281K Buy
13,787
+13,445
+3,931% +$276K ﹤0.01% 977
2026
Q1 		$6.98K Sell
342
-4,726
-93% -$97.6K ﹤0.01% 1528
2025
Q4 		$106K Buy
5,068
+4,416
+677% +$92.4K ﹤0.01% 1168
2025
Q3 		$13.6K Hold
652
– – ﹤0.01% 1401
2025
Q2 		$13.6K Hold
652
– – ﹤0.01% 1336
2025
Q1 		$13.5K Buy
652
+442
+210% +$9.27K ﹤0.01% 1252
2024
Q4 		$4.42K Buy
210
+58
+38% +$1.22K ﹤0.01% 1344
2024
Q3 		$3.19K Buy
152
+151
+15,100% +$3.17K ﹤0.01% 1161
2024
Q2 		$21 Sell
1
-1
-50% -$21 ﹤0.01% 1162
2024
Q1 		$42 Buy
+2
New +$42 ﹤0.01% 1166
2023
Q1 		– Sell
-1,551
Closed -$31.8K – 801
2022
Q4 		$31.8K Hold
1,551
– – ﹤0.01% 624
2022
Q3 		$31K Buy
+1,551
New +$32.4K ﹤0.01% 584
2022
Q2 		– Sell
-447
Closed -$10K – 663
2022
Q1 		$10K Buy
+447
New +$9.77K ﹤0.01% 603

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

Aptus Capital Advisors's BKLN Position: Q2 2026 in Review

Aptus Capital Advisors increased its Invesco Senior Loan ETF (BKLN) stake by 3,931% in Q2 2026, buying an estimated $276K and bringing the position to 13,787 shares worth $281K. The position accounts for ﹤0.01% of the portfolio, ranked #977.

Aptus Capital Advisors first reported a position in BKLN in Q1 2022 and has held it in 13 quarters since. 503 funds tracked by Wall St. Rank hold BKLN as of Q2 2026.

  • Aptus Capital Advisors held 13,787 shares of Invesco Senior Loan ETF worth $281K as of Q2 2026.
  • Aptus Capital Advisors bought 13,445 Invesco Senior Loan ETF shares in Q2 2026, an estimated $276K.
  • Invesco Senior Loan ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #977 holding.
  • Aptus Capital Advisors first reported a position in Invesco Senior Loan ETF in Q1 2022 and has held it in 13 quarters since.
  • 503 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.