Chicago Partners Investment Group’s Invesco Senior Loan ETF BKLN Stock Holding History

Chicago Partners Investment Group’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	–	Sell	-10,793	Closed	-$225K	–	1497
2025 Q4	$225K	Buy	10,793 +125	+1%	+$2.62K	0.01%	1184
2025 Q3	$223K	Buy	+10,668	New	+$223K	0.01%	1121
2018 Q4	–	Sell	-488	Closed	-$11K	–	392
2018 Q3	$11K	Buy	+488	New	+$11.3K	﹤0.01%	788
2018 Q2	–	Sell	-4,072	Closed	-$94K	–	950
2018 Q1	$94K	Buy	4,072 +37	+0.9%	+$856	0.02%	360
2017 Q4	$93K	Buy	4,035 +35	+0.9%	+$808	0.02%	364
2017 Q3	$93K	Buy	+4,000	New	+$92.6K	0.02%	354
2017 Q2	–	Sell	-3,933	Closed	-$91K	–	651
2017 Q1	$91K	Sell	3,933 -3,964	-50%	-$92.4K	0.03%	257
2016 Q4	$184K	Hold	7,897	–	–	0.07%	177
2016 Q3	$183K	Buy	7,897 +5,897	+295%	+$137K	0.07%	180
2016 Q2	$46K	Buy	+2,000	New	+$45.9K	0.02%	256

Other funds holding BKLN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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 San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return

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

Chicago Partners Investment Group's BKLN Position: Q1 2026 in Review

Chicago Partners Investment Group sold out of Invesco Senior Loan ETF (BKLN) in Q1 2026, closing a stake of 10,793 shares — an estimated $225K sold.

Chicago Partners Investment Group first reported a position in BKLN in Q2 2016 and held it in 10 quarters. The position peaked at $225K in Q4 2025. 503 funds tracked by Wall St. Rank hold BKLN as of Q1 2026.

Chicago Partners Investment Group reported no remaining Invesco Senior Loan ETF position as of Q1 2026 after selling out during the quarter.
Chicago Partners Investment Group sold 10,793 Invesco Senior Loan ETF shares in Q1 2026, an estimated $225K.
Chicago Partners Investment Group first reported a position in Invesco Senior Loan ETF in Q2 2016 and held it in 10 quarters.
Chicago Partners Investment Group's Invesco Senior Loan ETF position peaked at $225K in Q4 2025.
503 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q1 2026.

Based on Chicago Partners Investment Group's 13F filing for Q1 2026, filed 4 May 2026.