Clear Creek Financial Management’s Invesco Senior Loan ETF BKLN Stock Holding History

Clear Creek Financial Management’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	$276K	Sell	13,531 -118,629	-90%	-$2.45M	0.02%	517
2025 Q4	$2.78M	Sell	132,160 -16,742	-11%	-$350K	0.23%	102
2025 Q3	$3.12M	Buy	148,902 +56,854	+62%	+$1.19M	0.27%	85
2025 Q2	$1.93M	Buy	92,048 +14,199	+18%	+$295K	0.18%	124
2025 Q1	$1.61M	Buy	77,849 +24,924	+47%	+$523K	0.17%	126
2024 Q4	$1.12M	Sell	52,925 -5,500	-9%	-$116K	0.12%	174
2024 Q3	$1.23M	Buy	58,425 +12,548	+27%	+$264K	0.14%	146
2024 Q2	$965K	Sell	45,877 -8,864	-16%	-$187K	0.12%	160
2024 Q1	$1.16M	Buy	54,741 +38,021	+227%	+$803K	0.15%	127
2023 Q4	$354K	Buy	+16,720	New	+$351K	0.06%	240

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

Clear Creek Financial Management's BKLN Position: Q1 2026 in Review

Clear Creek Financial Management reduced its Invesco Senior Loan ETF (BKLN) stake by 90% in Q1 2026, selling an estimated $2.45M and leaving 13,531 shares worth $276K. The position accounts for 0.02% of the portfolio, ranked #517.

Clear Creek Financial Management first reported a position in BKLN in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.12M in Q3 2025. 501 funds tracked by Wall St. Rank hold BKLN as of Q1 2026.

Clear Creek Financial Management held 13,531 shares of Invesco Senior Loan ETF worth $276K as of Q1 2026.
Clear Creek Financial Management sold 118,629 Invesco Senior Loan ETF shares in Q1 2026, an estimated $2.45M.
Invesco Senior Loan ETF made up 0.02% of Clear Creek Financial Management's portfolio in Q1 2026, its #517 holding.
Clear Creek Financial Management first reported a position in Invesco Senior Loan ETF in Q4 2023 and has held it in 10 quarters since.
Clear Creek Financial Management's Invesco Senior Loan ETF position peaked at $3.12M in Q3 2025.
501 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q1 2026.

Based on Clear Creek Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.