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Bell Investment Advisors’s Invesco Senior Loan ETF BKLN Stock Holding History

Bell Investment 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
2025
Q3 		– Sell
-150
Closed -$3.14K – 1890
2025
Q2 		$3.14K Sell
150
-1,533
-91% -$31.8K ﹤0.01% 1181
2025
Q1 		$34.8K Hold
1,683
– – 0.01% 277
2024
Q4 		$35.5K Hold
1,683
– – 0.01% 270
2024
Q3 		$35.4K Hold
1,683
– – 0.01% 280
2024
Q2 		$35.4K Hold
1,683
– – 0.01% 270
2024
Q1 		$35.6K Buy
1,683
+495
+42% +$10.5K 0.01% 263
2023
Q4 		$25.2K Buy
+1,188
New +$24.9K 0.01% 302

Other funds holding BKLN

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $34.9B AUM 72.7% 1-Year Est. Return

Bell Investment Advisors's BKLN Position: Q3 2025 in Review

Bell Investment Advisors sold out of Invesco Senior Loan ETF (BKLN) in Q3 2025, closing a stake of 150 shares — an estimated $3.14K sold.

Bell Investment Advisors first reported a position in BKLN in Q4 2023 and held it in 7 quarters. The position peaked at $35.6K in Q1 2024. 502 funds tracked by Wall St. Rank hold BKLN as of Q3 2025.

  • Bell Investment Advisors reported no remaining Invesco Senior Loan ETF position as of Q3 2025 after selling out during the quarter.
  • Bell Investment Advisors sold 150 Invesco Senior Loan ETF shares in Q3 2025, an estimated $3.14K.
  • Bell Investment Advisors first reported a position in Invesco Senior Loan ETF in Q4 2023 and held it in 7 quarters.
  • Bell Investment Advisors's Invesco Senior Loan ETF position peaked at $35.6K in Q1 2024.
  • 502 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q3 2025.

Based on Bell Investment Advisors's 13F filing for Q3 2025, filed 21 Nov 2025.