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Clearstead Advisors’s Invesco Senior Loan ETF BKLN Stock Holding History

Clearstead Advisors’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
Q2 		– Sell
-150
Closed -$3.06K – 3668
2026
Q1 		$3.06K Buy
+150
New +$3.1K ﹤0.01% 1810
2025
Q2 		– Sell
-379,702
Closed -$7.86M – 2748
2025
Q1 		$7.86M Buy
+379,702
New +$7.96M 0.12% 139
2024
Q3 		– Sell
-663,430
Closed -$14M – 2048
2024
Q2 		$14M Buy
+663,430
New +$14M 0.24% 89

Other funds holding BKLN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
BP
BNP Paribas Paris, France $3.69B AUM 33.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
IMCOOI
Investment Management Corp of Ontario (IMCO) Toronto, Canada $7.9B AUM 35.91% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

Clearstead Advisors's BKLN Position: Q2 2026 in Review

Clearstead Advisors sold out of Invesco Senior Loan ETF (BKLN) in Q2 2026, closing a stake of 150 shares — an estimated $3.06K sold.

Clearstead Advisors first reported a position in BKLN in Q2 2024 and held it in 3 quarters. The position peaked at $14M in Q2 2024. 503 funds tracked by Wall St. Rank hold BKLN as of Q2 2026.

  • Clearstead Advisors reported no remaining Invesco Senior Loan ETF position as of Q2 2026 after selling out during the quarter.
  • Clearstead Advisors sold 150 Invesco Senior Loan ETF shares in Q2 2026, an estimated $3.06K.
  • Clearstead Advisors first reported a position in Invesco Senior Loan ETF in Q2 2024 and held it in 3 quarters.
  • Clearstead Advisors's Invesco Senior Loan ETF position peaked at $14M in Q2 2024.
  • 503 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.