Carson Wealth (CWM LLC)
BKLN icon

Carson Wealth (CWM LLC)’s Invesco Senior Loan ETF BKLN Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$1.32M Sell
64,597
-4,396
-6% -$90.8K ﹤0.01% 1387
2025
Q4 		$1.45M Sell
68,993
-2,271
-3% -$47.5K ﹤0.01% 1306
2025
Q3 		$1.49M Buy
71,264
+6,632
+10% +$139K ﹤0.01% 1219
2025
Q2 		$1.35M Sell
64,632
-1,350
-2% -$28K ﹤0.01% 1114
2025
Q1 		$1.37M Buy
65,982
+4,532
+7% +$95K 0.01% 993
2024
Q4 		$1.29M Buy
61,450
+19,189
+45% +$405K 0.01% 949
2024
Q3 		$888K Buy
42,261
+2,548
+6% +$53.6K ﹤0.01% 1107
2024
Q2 		$836K Buy
39,713
+725
+2% +$15.3K ﹤0.01% 992
2024
Q1 		$825K Sell
38,988
-1,959
-5% -$41.4K ﹤0.01% 939
2023
Q4 		$867K Buy
40,947
+812
+2% +$17K ﹤0.01% 865
2023
Q3 		$842K Sell
40,135
-1,495
-4% -$31.5K 0.01% 809
2023
Q2 		$876K Sell
41,630
-5,562
-12% -$116K 0.01% 758
2023
Q1 		$982K Sell
47,192
-7,068
-13% -$148K 0.01% 675
2022
Q4 		$1.11M Sell
54,260
-10,597
-16% -$220K 0.01% 582
2022
Q3 		$1.31M Buy
64,857
+9,429
+17% +$197K 0.01% 491
2022
Q2 		$1.12M Buy
55,428
+46,141
+497% +$978K 0.01% 539
2022
Q1 		$202K Sell
9,287
-259
-3% -$5.66K ﹤0.01% 1030
2021
Q4 		$211K Buy
+9,546
New +$211K ﹤0.01% 1004
2021
Q2 		$214K Hold
9,644
– – ﹤0.01% 881
2021
Q1 		$214K Hold
9,644
– – ﹤0.01% 881
2020
Q4 		$214K Hold
9,644
– – ﹤0.01% 881
2020
Q3 		$214K Hold
9,644
– – ﹤0.01% 881
2020
Q2 		$214K Hold
9,644
– – ﹤0.01% 881
2020
Q1 		$214K Hold
9,644
– – ﹤0.01% 881
2019
Q4 		$214K Hold
9,644
– – ﹤0.01% 881
2019
Q3 		$214K Hold
9,644
– – ﹤0.01% 881
2019
Q2 		$214K Hold
9,644
– – ﹤0.01% 881
2019
Q1 		$214K Buy
9,644
+6,184
+179% +$140K ﹤0.01% 881
2018
Q4 		$75K Buy
3,460
+1,010
+41% +$23K ﹤0.01% 778
2018
Q3 		$57K Buy
2,450
+1,317
+116% +$30.4K ﹤0.01% 720
2018
Q2 		$26K Buy
1,133
+48
+4% +$1.11K ﹤0.01% 780
2018
Q1 		$25K Buy
1,085
+866
+395% +$20K ﹤0.01% 669
2017
Q4 		$5K Sell
219
-203
-48% -$4.69K ﹤0.01% 1072
2017
Q3 		$10K Buy
+422
New +$9.77K ﹤0.01% 880
2017
Q2 		– Sell
-1,470
Closed -$34K – 1203
2017
Q1 		$34K Buy
+1,470
New +$34.3K ﹤0.01% 519
2016
Q4 		– Sell
-3,615
Closed -$84K – 1102
2016
Q3 		$84K Hold
3,615
– – 0.01% 357
2016
Q2 		$83K Sell
3,615
-128
-3% -$2.94K 0.01% 325
2016
Q1 		$85K Sell
3,743
-4,748
-56% -$106K 0.01% 295
2015
Q4 		$190K Buy
8,491
+1,082
+15% +$24.6K 0.02% 230
2015
Q3 		$171K Buy
+7,409
New +$174K 0.02% 218

Other funds holding BKLN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BKLN Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Invesco Senior Loan ETF (BKLN) stake by 6.4% in Q1 2026, selling an estimated $90.8K and leaving 64,597 shares worth $1.32M. The position accounts for ﹤0.01% of the portfolio, ranked #1387.

Carson Wealth (CWM LLC) first reported a position in BKLN in Q3 2015 and has held it in 40 quarters since. The position peaked at $1.49M in Q3 2025. 503 funds tracked by Wall St. Rank hold BKLN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 64,597 shares of Invesco Senior Loan ETF worth $1.32M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 4,396 Invesco Senior Loan ETF shares in Q1 2026, an estimated $90.8K.
  • Invesco Senior Loan ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1387 holding.
  • Carson Wealth (CWM LLC) first reported a position in Invesco Senior Loan ETF in Q3 2015 and has held it in 40 quarters since.
  • Carson Wealth (CWM LLC)'s Invesco Senior Loan ETF position peaked at $1.49M in Q3 2025.
  • 503 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.