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Axim Planning & Wealth’s Invesco Senior Loan ETF BKLN Stock Holding History

Axim Planning & Wealth’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
Q3 		– Sell
-10,534
Closed -$220K – 87
2025
Q2 		$220K Buy
+10,534
New +$219K 0.2% 54

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Axim Planning & Wealth's BKLN Position: Q3 2025 in Review

Axim Planning & Wealth sold out of Invesco Senior Loan ETF (BKLN) in Q3 2025, closing a stake of 10,534 shares — an estimated $220K sold.

Axim Planning & Wealth first reported a position in BKLN in Q2 2025 and held it in 1 quarter. The position peaked at $220K in Q2 2025. 502 funds tracked by Wall St. Rank hold BKLN as of Q3 2025.

  • Axim Planning & Wealth reported no remaining Invesco Senior Loan ETF position as of Q3 2025 after selling out during the quarter.
  • Axim Planning & Wealth sold 10,534 Invesco Senior Loan ETF shares in Q3 2025, an estimated $220K.
  • Axim Planning & Wealth first reported a position in Invesco Senior Loan ETF in Q2 2025 and held it in 1 quarter.
  • Axim Planning & Wealth's Invesco Senior Loan ETF position peaked at $220K in Q2 2025.
  • 502 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q3 2025.

Based on Axim Planning & Wealth's 13F filing for Q3 2025, filed 5 Nov 2025.