Arkadios Wealth Advisors’s Invesco Senior Loan ETF BKLN Stock Holding History

Arkadios Wealth 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	$802K	Sell	39,380 -51,391	-57%	-$1.05M	0.01%	896
2026 Q1	$1.85M	Buy	+90,771	New	+$1.87M	0.03%	539
2025 Q2	–	Sell	-13,554	Closed	-$281K	–	1323
2025 Q1	$281K	Buy	+13,554	New	+$284K	0.01%	932
2024 Q3	–	Sell	-13,074	Closed	-$275K	–	937
2024 Q2	$275K	Buy	+13,074	New	+$276K	0.02%	661
2023 Q3	–	Sell	-10,138	Closed	-$213K	–	717
2023 Q2	$213K	Sell	10,138 -156	-2%	-$3.25K	0.02%	564
2023 Q1	$214K	Buy	10,294 +169	+2%	+$3.54K	0.03%	549
2022 Q4	$208K	Buy	+10,125	New	+$210K	0.03%	517
2021 Q4	–	Sell	-534	Closed	-$11K	–	714
2021 Q3	$11K	Buy	534 +333	+166%	+$7.36K	﹤0.01%	1404
2021 Q2	$4K	Buy	+201	New	+$4.46K	﹤0.01%	1756

Other funds holding BKLN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

BNP Paribas Paris, France $3.69B AUM 33.87% 1-Year Est. Return

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 Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

Arkadios Wealth Advisors's BKLN Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its Invesco Senior Loan ETF (BKLN) stake by 57% in Q2 2026, selling an estimated $1.05M and leaving 39,380 shares worth $802K. The position accounts for 0.01% of the portfolio, ranked #896.

Arkadios Wealth Advisors first reported a position in BKLN in Q2 2021 and has held it in 9 quarters since. The position peaked at $1.85M in Q1 2026. 503 funds tracked by Wall St. Rank hold BKLN as of Q2 2026.

Arkadios Wealth Advisors held 39,380 shares of Invesco Senior Loan ETF worth $802K as of Q2 2026.
Arkadios Wealth Advisors sold 51,391 Invesco Senior Loan ETF shares in Q2 2026, an estimated $1.05M.
Invesco Senior Loan ETF made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #896 holding.
Arkadios Wealth Advisors first reported a position in Invesco Senior Loan ETF in Q2 2021 and has held it in 9 quarters since.
Arkadios Wealth Advisors's Invesco Senior Loan ETF position peaked at $1.85M in Q1 2026.
503 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.