BRWA
BKLN icon

B. Riley Wealth Advisors’s Invesco Senior Loan ETF BKLN Stock Holding History

B. Riley Wealth Advisors’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 		$506K Sell
24,927
-2,008
-7% -$41.2K 0.03% 470
2026
Q1 		$547K Sell
26,935
-7
-0% -$145 0.03% 423
2025
Q4 		$566K Sell
26,942
-429
-2% -$8.97K 0.03% 478
2025
Q3 		$573K Sell
27,371
-2,301
-8% -$48.2K 0.03% 490
2025
Q2 		$621K Buy
+29,672
New +$616K 0.03% 459
2024
Q4 		$646K Buy
30,638
+2,353
+8% +$49.6K 0.02% 601
2024
Q3 		$594K Sell
28,285
-2,140
-7% -$45K 0.02% 685
2024
Q2 		$640K Buy
30,425
+998
+3% +$21.1K 0.02% 702
2024
Q1 		$618K Sell
29,427
-756
-3% -$16K 0.02% 696
2023
Q4 		$639K Buy
30,183
+756
+3% +$15.9K 0.02% 697
2023
Q3 		$618K Sell
29,427
-3,873
-12% -$81.5K 0.02% 696
2023
Q2 		$701K Sell
33,300
-1,622
-5% -$33.8K 0.02% 708
2023
Q1 		$726K Buy
34,922
+5,648
+19% +$118K 0.02% 660
2022
Q4 		$601K Sell
29,274
-6,897
-19% -$143K 0.02% 717
2022
Q3 		$731K Buy
36,171
+1,868
+5% +$39K 0.02% 620
2022
Q2 		$696K Sell
34,303
-123
-0.4% -$2.61K 0.03% 529
2022
Q1 		$750K Buy
34,426
+6,173
+22% +$135K 0.02% 575
2021
Q4 		$625K Sell
28,253
-651
-2% -$14.4K 0.02% 709
2021
Q3 		$639K Buy
28,904
+679
+2% +$15K 0.02% 679
2021
Q2 		$625K Buy
28,225
+4,770
+20% +$106K 0.02% 673
2021
Q1 		$520K Buy
23,455
+2,853
+14% +$63.6K 0.02% 716
2020
Q4 		$460K Sell
20,602
-1,525
-7% -$33.5K 0.02% 560
2020
Q3 		$481K Buy
22,127
+1,685
+8% +$36.6K 0.03% 539
2020
Q2 		$437K Sell
20,442
-133
-0.6% -$2.81K 0.03% 498
2020
Q1 		$421K Sell
20,575
-472
-2% -$10.3K 0.04% 439
2019
Q4 		$481K Buy
21,047
+3,155
+18% +$71.2K 0.04% 447
2019
Q3 		$405K Buy
17,892
+458
+3% +$10.4K 0.04% 474
2019
Q2 		$396K Buy
17,434
+515
+3% +$11.7K 0.04% 464
2019
Q1 		$384K Buy
16,919
+5,159
+44% +$117K 0.05% 412
2018
Q4 		$257K Sell
11,760
-2,020
-15% -$46K 0.04% 489
2018
Q3 		$320K Buy
13,780
+849
+7% +$19.6K 0.04% 471
2018
Q2 		$297K Buy
12,931
+3,524
+37% +$81.3K 0.04% 468
2018
Q1 		$218K Sell
9,407
-14,112
-60% -$327K 0.03% 558
2017
Q4 		$542K Sell
23,519
-6,888
-23% -$159K 0.07% 295
2017
Q3 		$705K Sell
30,407
-1,056
-3% -$24.4K 0.12% 194
2017
Q2 		$729K Buy
31,463
+3,544
+13% +$82.4K 0.13% 192
2017
Q1 		$651K Sell
27,919
-367
-1% -$8.55K 0.13% 196
2016
Q4 		$662K Sell
28,286
-18,699
-40% -$434K 0.13% 184
2016
Q3 		$530K Sell
46,985
-4,234
-8% -$98.1K 0.1% 248
2016
Q2 		$525K Buy
51,219
+2,253
+5% +$51.7K 0.11% 242
2016
Q1 		$462K Sell
48,966
-5,090
-9% -$113K 0.11% 238
2015
Q4 		$1.21M Buy
54,056
+7,913
+17% +$180K 0.25% 109
2015
Q3 		$1.06M Sell
46,143
-1,142
-2% -$26.9K 0.26% 101
2015
Q2 		$1.13M Sell
47,285
-2,216
-4% -$53.4K 0.28% 89
2015
Q1 		$1.19M Sell
49,501
-34,481
-41% -$829K 0.29% 91
2014
Q4 		$9.9K Buy
83,982
+32,722
+64% +$792K 0.21% 97
2014
Q3 		$1.25M Sell
51,260
-66,274
-56% -$1.63M 0.32% 70
2014
Q2 		$1.47M Buy
117,534
+42,391
+56% +$1.05M 0.35% 48
2014
Q1 		$1.86M Buy
75,143
+6,667
+10% +$166K 0.56% 33
2013
Q4 		$1.7M Buy
68,476
+12,450
+22% +$309K 0.54% 32
2013
Q3 		$1.38M Buy
56,026
+48,857
+682% +$1.21M 0.47% 44
2013
Q2 		$177K Buy
+7,169
New +$180K 0.06% 376

Other funds holding BKLN

OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
IWMWV
Ironwood Wealth Management (West Virginia) Hurricane, West Virginia $237M AUM 14.63% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
MBTD
Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return
FWA
FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM

B. Riley Wealth Advisors's BKLN Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its Invesco Senior Loan ETF (BKLN) stake by 7.5% in Q2 2026, selling an estimated $41.2K and leaving 24,927 shares worth $506K. The position accounts for 0.03% of the portfolio, ranked #470.

B. Riley Wealth Advisors first reported a position in BKLN in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.86M in Q1 2014. 146 funds tracked by Wall St. Rank hold BKLN as of Q2 2026.

  • B. Riley Wealth Advisors held 24,927 shares of Invesco Senior Loan ETF worth $506K as of Q2 2026.
  • B. Riley Wealth Advisors sold 2,008 Invesco Senior Loan ETF shares in Q2 2026, an estimated $41.2K.
  • Invesco Senior Loan ETF made up 0.03% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #470 holding.
  • B. Riley Wealth Advisors first reported a position in Invesco Senior Loan ETF in Q2 2013 and has held it in 52 quarters since.
  • B. Riley Wealth Advisors's Invesco Senior Loan ETF position peaked at $1.86M in Q1 2014.
  • 146 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.