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Creative Financial Designs’s Invesco Senior Loan ETF BKLN Stock Holding History

Creative Financial Designs’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 		$2.49K Hold
122
– – ﹤0.01% 1741
2025
Q4 		$2.56K Hold
122
– – ﹤0.01% 1653
2025
Q3 		$2.55K Hold
122
– – ﹤0.01% 1662
2025
Q2 		$2.55K Hold
122
– – ﹤0.01% 1645
2025
Q1 		$2.52K Hold
122
– – ﹤0.01% 1631
2024
Q4 		$2.57K Hold
122
– – ﹤0.01% 1548
2024
Q3 		$2.56K Hold
122
– – ﹤0.01% 1504
2024
Q2 		$2.57K Hold
122
– – ﹤0.01% 1453
2024
Q1 		$2.58K Buy
+122
New +$2.58K ﹤0.01% 1449
2023
Q4 		– Sell
-1,463
Closed -$30.7K – 1607
2023
Q3 		$30.7K Buy
+1,463
New +$30.8K ﹤0.01% 750
2022
Q4 		– Sell
-111
Closed -$2K – 1309
2022
Q3 		$2K Buy
+111
New +$2.32K ﹤0.01% 1154
2021
Q2 		– Sell
-10
Closed – – 1403
2021
Q1 		$0 Hold
10
– – ﹤0.01% 1303
2020
Q4 		$0 Hold
10
– – ﹤0.01% 1227
2020
Q3 		$0 Sell
10
-403
-98% -$8.76K ﹤0.01% 1208
2020
Q2 		$9K Sell
413
-4,042
-91% -$85.5K ﹤0.01% 763
2020
Q1 		$91K Sell
4,455
-126,961
-97% -$2.76M 0.05% 180
2019
Q4 		$3M Buy
131,416
+8,228
+7% +$186K 1.34% 20
2019
Q3 		$2.77M Buy
123,188
+8,581
+7% +$195K 1.49% 18
2019
Q2 		$2.6M Buy
114,607
+5,325
+5% +$121K 1.41% 19
2019
Q1 		$2.47M Buy
109,282
+71,662
+190% +$1.62M 1.48% 18
2018
Q4 		$819K Sell
37,620
-1,649
-4% -$37.5K 0.59% 41
2018
Q3 		$910K Sell
39,269
-150
-0.4% -$3.46K 0.52% 46
2018
Q2 		$903K Sell
39,419
-2,695
-6% -$62.2K 0.53% 51
2018
Q1 		$974K Buy
42,114
+1,152
+3% +$26.7K 0.62% 42
2017
Q4 		$944K Sell
40,962
-5,410
-12% -$125K 0.64% 39
2017
Q3 		$1.07M Buy
46,372
+3,531
+8% +$81.7K 0.62% 47
2017
Q2 		$991K Buy
42,841
+8,223
+24% +$191K 0.63% 47
2017
Q1 		$805K Buy
34,618
+29,271
+547% +$682K 0.58% 49
2016
Q4 		$125K Buy
+5,347
New +$124K 0.1% 156

Other funds holding BKLN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
Goldman Sachs
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

Creative Financial Designs's BKLN Position: Q1 2026 in Review

Creative Financial Designs held its Invesco Senior Loan ETF (BKLN) position steady in Q1 2026 at 122 shares worth $2.49K. The position accounts for ﹤0.01% of the portfolio, ranked #1741.

Creative Financial Designs first reported a position in BKLN in Q4 2016 and has held it in 29 quarters since. The position peaked at $3M in Q4 2019. 501 funds tracked by Wall St. Rank hold BKLN as of Q1 2026.

  • Creative Financial Designs held 122 shares of Invesco Senior Loan ETF worth $2.49K as of Q1 2026.
  • Creative Financial Designs left its Invesco Senior Loan ETF share count unchanged in Q1 2026.
  • Invesco Senior Loan ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1741 holding.
  • Creative Financial Designs first reported a position in Invesco Senior Loan ETF in Q4 2016 and has held it in 29 quarters since.
  • Creative Financial Designs's Invesco Senior Loan ETF position peaked at $3M in Q4 2019.
  • 501 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.