CIBC Private Wealth Group
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CIBC Private Wealth Group’s Invesco Senior Loan ETF BKLN Stock Holding History

CIBC Private Wealth 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
2025
Q4 		$34.3M Buy
1,631,695
+86,202
+6% +$1.8M 0.06% 220
2025
Q3 		$32.3M Buy
1,545,493
+25,464
+2% +$533K 0.06% 232
2025
Q2 		$31.8M Buy
1,520,029
+185,584
+14% +$3.85M 0.06% 235
2025
Q1 		$26.9M Sell
1,334,445
-46,090
-3% -$967K 0.06% 227
2024
Q4 		$29.2M Buy
1,380,535
+113,068
+9% +$2.38M 0.05% 234
2024
Q3 		$26.6M Buy
1,267,467
+990,330
+357% +$20.8M 0.05% 245
2024
Q2 		$5.84M Buy
277,137
+39,426
+17% +$833K 0.01% 386
2024
Q1 		$5.03M Buy
237,711
+137,389
+137% +$2.9M 0.01% 406
2023
Q4 		$2.12M Sell
100,322
-11,128
-10% -$233K ﹤0.01% 505
2023
Q3 		$2.34M Sell
111,450
-3,500
-3% -$73.7K 0.01% 471
2023
Q2 		$2.42M Sell
114,950
-300
-0.3% -$6.25K 0.01% 470
2023
Q1 		$3.6M Sell
115,250
-40,324
-26% -$844K 0.01% 433
2022
Q4 		$3.19M Sell
155,574
-78,466
-34% -$1.63M 0.01% 370
2022
Q3 		$4.73M Sell
234,040
-1,403,322
-86% -$29.3M 0.01% 375
2022
Q2 		$33.2M Buy
1,637,362
+163,168
+11% +$3.46M 0.09% 174
2022
Q1 		$32.1M Buy
1,474,194
+388,223
+36% +$8.48M 0.07% 195
2021
Q4 		$24M Buy
1,085,971
+387,739
+56% +$8.56M 0.05% 233
2021
Q3 		$15.4M Buy
698,232
+108,414
+18% +$2.4M 0.04% 293
2021
Q2 		$13.1M Buy
589,818
+232,510
+65% +$5.16M 0.03% 313
2021
Q1 		$7.91M Buy
357,308
+327,308
+1,091% +$7.29M 0.02% 354
2020
Q4 		$668K Buy
+30,000
New +$659K ﹤0.01% 716
2019
Q3 		– Sell
-14,277
Closed -$324K – 893
2019
Q2 		$324K Sell
14,277
-17,165
-55% -$391K ﹤0.01% 792
2019
Q1 		$712K Sell
31,442
-112,699
-78% -$2.55M ﹤0.01% 655
2018
Q4 		$3.14M Sell
144,141
-48,951
-25% -$1.11M 0.01% 389
2018
Q3 		$4.47M Sell
193,092
-11,408
-6% -$263K 0.02% 378
2018
Q2 		$4.68M Sell
204,500
-27,656
-12% -$638K 0.02% 377
2018
Q1 		$5.37M Sell
232,156
-31,050
-12% -$718K 0.02% 343
2017
Q4 		$6.07M Buy
263,206
+8,060
+3% +$186K 0.03% 332
2017
Q3 		$5.91M Buy
255,146
+30,140
+13% +$698K 0.03% 329
2017
Q2 		$5.21M Buy
225,006
+92,392
+70% +$2.15M 0.03% 283
2017
Q1 		$3.08M Buy
132,614
+41,388
+45% +$965K 0.02% 322
2016
Q4 		$2.13M Sell
91,226
-12,241
-12% -$284K 0.01% 358
2016
Q3 		$2.4M Buy
103,467
+3,077
+3% +$71.3K 0.02% 342
2016
Q2 		$2.31M Sell
100,390
-10,160
-9% -$233K 0.02% 345
2016
Q1 		$2.51M Sell
110,550
-5,315
-5% -$118K 0.02% 324
2015
Q4 		$2.6M Sell
115,865
-103,148
-47% -$2.35M 0.02% 331
2015
Q3 		$5.05M Buy
219,013
+4,630
+2% +$109K 0.04% 269
2015
Q2 		$5.1M Buy
214,383
+12,405
+6% +$299K 0.04% 287
2015
Q1 		$4.87M Buy
201,978
+2,315
+1% +$55.6K 0.04% 291
2014
Q4 		$4.8M Sell
199,663
-23,000
-10% -$556K 0.04% 291
2014
Q3 		$5.41M Buy
222,663
+6,565
+3% +$162K 0.04% 273
2014
Q2 		$5.38M Sell
216,098
-155,473
-42% -$3.86M 0.04% 264
2014
Q1 		$9.23M Buy
+371,571
New +$9.24M 0.08% 189

Other funds holding BKLN

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IMCOOI
Investment Management Corp of Ontario (IMCO) Toronto, Canada $7.76B AUM 99.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BCC
Bain Capital Credit Boston, Massachusetts $303M AUM 15.47% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

CIBC Private Wealth Group's BKLN Position: Q4 2025 in Review

CIBC Private Wealth Group increased its Invesco Senior Loan ETF (BKLN) stake by 5.6% in Q4 2025, buying an estimated $1.8M and bringing the position to 1,631,695 shares worth $34.3M. The position accounts for 0.06% of the portfolio, ranked #220.

CIBC Private Wealth Group first reported a position in BKLN in Q1 2014 and has held it in 43 quarters since. 506 funds tracked by Wall St. Rank hold BKLN as of Q4 2025.

  • CIBC Private Wealth Group held 1,631,695 shares of Invesco Senior Loan ETF worth $34.3M as of Q4 2025.
  • CIBC Private Wealth Group bought 86,202 Invesco Senior Loan ETF shares in Q4 2025, an estimated $1.8M.
  • Invesco Senior Loan ETF made up 0.06% of CIBC Private Wealth Group's portfolio in Q4 2025, its #220 holding.
  • CIBC Private Wealth Group first reported a position in Invesco Senior Loan ETF in Q1 2014 and has held it in 43 quarters since.
  • 506 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.