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Atomi Financial Group’s Invesco Senior Loan ETF BKLN Stock Holding History

Atomi Financial Group’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 		– Sell
-10,308
Closed -$210K – 1266
2026
Q1 		$210K Buy
+10,308
New +$213K 0.01% 1132
2023
Q4 		– Sell
-23,039
Closed -$484K – 605
2023
Q3 		$484K Buy
23,039
+10,442
+83% +$220K 0.16% 157
2023
Q2 		$265K Buy
+12,597
New +$262K 0.12% 209

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

Atomi Financial Group's BKLN Position: Q2 2026 in Review

Atomi Financial Group sold out of Invesco Senior Loan ETF (BKLN) in Q2 2026, closing a stake of 10,308 shares — an estimated $210K sold.

Atomi Financial Group first reported a position in BKLN in Q2 2023 and held it in 3 quarters. The position peaked at $484K in Q3 2023. 504 funds tracked by Wall St. Rank hold BKLN as of Q2 2026.

  • Atomi Financial Group reported no remaining Invesco Senior Loan ETF position as of Q2 2026 after selling out during the quarter.
  • Atomi Financial Group sold 10,308 Invesco Senior Loan ETF shares in Q2 2026, an estimated $210K.
  • Atomi Financial Group first reported a position in Invesco Senior Loan ETF in Q2 2023 and held it in 3 quarters.
  • Atomi Financial Group's Invesco Senior Loan ETF position peaked at $484K in Q3 2023.
  • 504 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.