Ashton Thomas Securities
BKLN icon

Ashton Thomas Securities’s Invesco Senior Loan ETF BKLN Stock Holding History

Ashton Thomas Securities’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
Q3 		$194K Hold
9,497
– – 0.02% 375
2026
Q2 		$193K Buy
9,497
+4,754
+100% +$97.5K 0.03% 297
2026
Q1 		$96.8K Hold
4,743
– – 0.01% 376
2025
Q4 		$100K Hold
4,743
– – 0.02% 266
2025
Q3 		$99.3K Hold
4,743
– – 0.01% 334
2025
Q2 		$99.2K Hold
4,743
– – 0.02% 255
2025
Q1 		$98.2K Hold
4,743
– – 0.03% 234
2024
Q4 		$100K Hold
4,743
– – 0.03% 231
2024
Q3 		$100K Buy
+4,743
New +$100K 0.02% 327

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LPL Financial
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AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return
Ironwood Wealth Management (West Virginia)
Ironwood Wealth Management (West Virginia) Hurricane, West Virginia $237M AUM 9.78% 1-Year Est. Return
New York Life Investment Management
New York Life Investment Management New York $14.5B AUM 27.92% 1-Year Est. Return
Wellington Group
Wellington Group Indianapolis, Indiana $417M AUM 20.52% 1-Year Est. Return

Ashton Thomas Securities's BKLN Position: Q3 2026 in Review

Ashton Thomas Securities held its Invesco Senior Loan ETF (BKLN) position steady in Q3 2026 at 9,497 shares worth $194K. The position accounts for 0.02% of the portfolio, ranked #375.

Ashton Thomas Securities first reported a position in BKLN in Q3 2024 and has held it in 9 quarters since. 285 funds tracked by Wall St. Rank hold BKLN as of Q3 2026.

  • Ashton Thomas Securities held 9,497 shares of Invesco Senior Loan ETF worth $194K as of Q3 2026.
  • Ashton Thomas Securities left its Invesco Senior Loan ETF share count unchanged in Q3 2026.
  • Invesco Senior Loan ETF made up 0.02% of Ashton Thomas Securities's portfolio in Q3 2026, its #375 holding.
  • Ashton Thomas Securities first reported a position in Invesco Senior Loan ETF in Q3 2024 and has held it in 9 quarters since.
  • 285 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q3 2026.

Based on Ashton Thomas Securities's 13F filing for Q3 2026, filed 26 Oct 2026.