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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
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 $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IMCOOI
Investment Management Corp of Ontario (IMCO) Toronto, Canada $7.76B AUM 99.29% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Atomi Financial Group's BKLN Position: Q1 2026 in Review

Atomi Financial Group opened a new position in Invesco Senior Loan ETF (BKLN) in Q1 2026: 10,308 shares worth $210K. The stake represents 0.01% of the portfolio and ranks #1132 among its holdings. This is a return to the name: Atomi Financial Group previously reported a position in BKLN as recently as Q3 2023.

Atomi Financial Group first reported a position in BKLN in Q2 2023 and has held it in 3 quarters since. The position peaked at $484K in Q3 2023. 501 funds tracked by Wall St. Rank hold BKLN as of Q1 2026.

  • Atomi Financial Group held 10,308 shares of Invesco Senior Loan ETF worth $210K as of Q1 2026.
  • Invesco Senior Loan ETF was a new Atomi Financial Group position in Q1 2026.
  • Invesco Senior Loan ETF made up 0.01% of Atomi Financial Group's portfolio in Q1 2026, its #1132 holding.
  • Atomi Financial Group first reported a position in Invesco Senior Loan ETF in Q2 2023 and has held it in 3 quarters since.
  • Atomi Financial Group's Invesco Senior Loan ETF position peaked at $484K in Q3 2023.
  • 501 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.