Atria Wealth Solutions’s Invesco Senior Loan ETF BKLN Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$954K	Sell	45,494 -51,832	-53%	-$1.08M	0.02%	655
2025 Q1	$2.01M	Sell	97,326 -47,638	-33%	-$999K	0.02%	628
2024 Q4	$3.05M	Buy	144,964 +16,286	+13%	+$343K	0.03%	502
2024 Q3	$2.7M	Buy	128,678 +3,686	+3%	+$77.5K	0.03%	525
2024 Q2	$2.63M	Buy	124,992 +24,113	+24%	+$509K	0.03%	542
2024 Q1	$2.13M	Buy	100,879 +39,628	+65%	+$837K	0.02%	617
2023 Q4	$1.3M	Buy	61,251 +2,269	+4%	+$47.6K	0.02%	760
2023 Q3	$1.24M	Sell	58,982 -73,651	-56%	-$1.55M	0.02%	721
2023 Q2	$2.79M	Sell	132,633 -2,132	-2%	-$44.4K	0.04%	463
2023 Q1	$2.8M	Sell	134,765 -3,125	-2%	-$65.4K	0.04%	425
2022 Q4	$2.83M	Buy	137,890 +66,238	+92%	+$1.37M	0.05%	399
2022 Q3	$1.45M	Buy	71,652 +1,628	+2%	+$34K	0.03%	598
2022 Q2	$1.42M	Buy	70,024 +36,814	+111%	+$780K	0.03%	559
2022 Q1	$723K	Buy	+33,210	New	+$726K	0.01%	876

Other funds holding BKLN

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

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

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

IMCOOI

Investment Management Corp of Ontario (IMCO) Toronto, Canada $7.9B AUM 35.91% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Atria Wealth Solutions's BKLN Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Invesco Senior Loan ETF (BKLN) stake by 53% in Q2 2025, selling an estimated $1.08M and leaving 45,494 shares worth $954K. The position accounts for 0.02% of the portfolio, ranked #655.

Atria Wealth Solutions first reported a position in BKLN in Q1 2022 and has held it in 14 quarters since. The position peaked at $3.05M in Q4 2024. 520 funds tracked by Wall St. Rank hold BKLN as of Q2 2025.

Atria Wealth Solutions held 45,494 shares of Invesco Senior Loan ETF worth $954K as of Q2 2025.
Atria Wealth Solutions sold 51,832 Invesco Senior Loan ETF shares in Q2 2025, an estimated $1.08M.
Invesco Senior Loan ETF made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #655 holding.
Atria Wealth Solutions first reported a position in Invesco Senior Loan ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's Invesco Senior Loan ETF position peaked at $3.05M in Q4 2024.
520 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.