Cerity Partners’s Invesco Senior Loan ETF BKLN Stock Holding History

Cerity Partners’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	$29.2M	Buy	1,428,598 +170,819	+14%	+$3.53M	0.04%	347
2025 Q4	$26.4M	Buy	1,257,779 +212,167	+20%	+$4.44M	0.04%	353
2025 Q3	$21.9M	Buy	1,045,612 +116,248	+13%	+$2.43M	0.04%	364
2025 Q2	$19.6M	Buy	929,364 +44,848	+5%	+$931K	0.04%	369
2025 Q1	$18.3M	Sell	884,516 -99,507	-10%	-$2.09M	0.04%	358
2024 Q4	$20.7M	Buy	984,023 +101,673	+12%	+$2.14M	0.05%	307
2024 Q3	$18.5M	Buy	882,350 +86,149	+11%	+$1.81M	0.04%	333
2024 Q2	$16.8M	Buy	796,201 +75,026	+10%	+$1.58M	0.04%	303
2024 Q1	$15.3M	Buy	721,175 +41,498	+6%	+$876K	0.04%	351
2023 Q4	$14.4M	Buy	679,677 +218,198	+47%	+$4.58M	0.05%	311
2023 Q3	$9.69M	Buy	461,479 +44,209	+11%	+$931K	0.05%	300
2023 Q2	$8.78M	Buy	417,270 +141,680	+51%	+$2.95M	0.03%	367
2023 Q1	$5.73M	Buy	275,590 +32,275	+13%	+$676K	0.01%	464
2022 Q4	$5M	Buy	+243,315	New	+$5.04M	0.03%	362

Other funds holding BKLN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Cerity Partners's BKLN Position: Q1 2026 in Review

Cerity Partners increased its Invesco Senior Loan ETF (BKLN) stake by 14% in Q1 2026, buying an estimated $3.53M and bringing the position to 1,428,598 shares worth $29.2M. The position accounts for 0.04% of the portfolio, ranked #347.

Cerity Partners first reported a position in BKLN in Q4 2022 and has held it in 14 quarters since. 501 funds tracked by Wall St. Rank hold BKLN as of Q1 2026.

Cerity Partners held 1,428,598 shares of Invesco Senior Loan ETF worth $29.2M as of Q1 2026.
Cerity Partners bought 170,819 Invesco Senior Loan ETF shares in Q1 2026, an estimated $3.53M.
Invesco Senior Loan ETF made up 0.04% of Cerity Partners's portfolio in Q1 2026, its #347 holding.
Cerity Partners first reported a position in Invesco Senior Loan ETF in Q4 2022 and has held it in 14 quarters since.
501 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.