AAS
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Avantax Advisory Services’s Invesco Senior Loan ETF BKLN Stock Holding History

Avantax Advisory Services’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 		$861K Buy
41,147
+4,563
+12% +$94.7K ﹤0.01% 1255
2025
Q1 		$757K Sell
36,584
-1,374
-4% -$28.8K ﹤0.01% 1244
2024
Q4 		$800K Buy
37,958
+3,708
+11% +$78.2K 0.01% 1155
2024
Q3 		$720K Buy
34,250
+4,714
+16% +$99.1K ﹤0.01% 1195
2024
Q2 		$621K Buy
29,536
+628
+2% +$13.3K ﹤0.01% 1230
2024
Q1 		$611K Sell
28,908
-135
-0.5% -$2.85K 0.01% 949
2023
Q4 		$615K Sell
29,043
-12,926
-31% -$271K 0.01% 901
2023
Q3 		$881K Buy
41,969
+22,340
+114% +$470K 0.01% 737
2023
Q2 		$413K Sell
19,629
-36,822
-65% -$767K ﹤0.01% 1024
2023
Q1 		$1.17M Sell
56,451
-1,527
-3% -$32K 0.01% 607
2022
Q4 		$1.19M Buy
57,978
+26,844
+86% +$556K 0.02% 580
2022
Q3 		$629K Buy
31,134
+6,473
+26% +$135K 0.01% 683
2022
Q2 		$500K Buy
24,661
+3,811
+18% +$80.8K 0.01% 786
2022
Q1 		$449K Sell
20,850
-116,467
-85% -$2.54M 0.01% 825
2021
Q4 		$3.04M Buy
137,317
+16,116
+13% +$356K 0.05% 290
2021
Q3 		$2.69M Buy
121,201
+37,664
+45% +$833K 0.04% 287
2021
Q2 		$1.85M Buy
83,537
+6,412
+8% +$142K 0.03% 342
2021
Q1 		$1.71M Buy
77,125
+4,770
+7% +$106K 0.04% 321
2020
Q4 		$1.61M Sell
72,355
-70,214
-49% -$1.54M 0.04% 308
2020
Q3 		$3.1M Buy
142,569
+79,983
+128% +$1.74M 0.05% 274
2020
Q2 		$1.34M Sell
62,586
-7,665
-11% -$162K 0.04% 293
2020
Q1 		$1.44M Buy
70,251
+13,481
+24% +$294K 0.04% 242
2019
Q4 		$1.29M Buy
56,770
+19,474
+52% +$439K 0.03% 286
2019
Q3 		$839K Buy
37,296
+11,652
+45% +$264K 0.03% 237
2019
Q2 		$581K Buy
25,644
+6,981
+37% +$159K 0.03% 267
2019
Q1 		$423K Sell
18,663
-5,345
-22% -$121K 0.02% 296
2018
Q4 		$527K Buy
+24,008
New +$546K 0.09% 217

Other funds holding BKLN

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Avantax Advisory Services's BKLN Position: Q2 2025 in Review

Avantax Advisory Services increased its Invesco Senior Loan ETF (BKLN) stake by 12% in Q2 2025, buying an estimated $94.7K and bringing the position to 41,147 shares worth $861K. The position accounts for ﹤0.01% of the portfolio, ranked #1255.

Avantax Advisory Services first reported a position in BKLN in Q4 2018 and has held it in 27 quarters since. The position peaked at $3.1M in Q3 2020. 521 funds tracked by Wall St. Rank hold BKLN as of Q2 2025.

  • Avantax Advisory Services held 41,147 shares of Invesco Senior Loan ETF worth $861K as of Q2 2025.
  • Avantax Advisory Services bought 4,563 Invesco Senior Loan ETF shares in Q2 2025, an estimated $94.7K.
  • Invesco Senior Loan ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1255 holding.
  • Avantax Advisory Services first reported a position in Invesco Senior Loan ETF in Q4 2018 and has held it in 27 quarters since.
  • Avantax Advisory Services's Invesco Senior Loan ETF position peaked at $3.1M in Q3 2020.
  • 521 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.