Creative Planning
BKLN icon

Creative Planning’s Invesco Senior Loan ETF BKLN Stock Holding History

Creative Planning’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 		$291K Sell
14,265
-3,808
-21% -$78.6K ﹤0.01% 3451
2025
Q4 		$380K Buy
18,073
+1,154
+7% +$24.1K ﹤0.01% 3069
2025
Q3 		$354K Sell
16,919
-1,061
-6% -$22.2K ﹤0.01% 3017
2025
Q2 		$376K Sell
17,980
-1,859
-9% -$38.6K ﹤0.01% 2708
2025
Q1 		$411K Buy
19,839
+780
+4% +$16.4K ﹤0.01% 2478
2024
Q4 		$402K Buy
19,059
+76
+0.4% +$1.6K ﹤0.01% 2427
2024
Q3 		$399K Sell
18,983
-1,175
-6% -$24.7K ﹤0.01% 2294
2024
Q2 		$424K Sell
20,158
-1,459
-7% -$30.8K ﹤0.01% 2070
2024
Q1 		$457K Buy
21,617
+1,078
+5% +$22.8K ﹤0.01% 1915
2023
Q4 		$435K Sell
20,539
-8,181
-28% -$172K ﹤0.01% 1799
2023
Q3 		$603K Sell
28,720
-18,033
-39% -$380K ﹤0.01% 1445
2023
Q2 		$984K Sell
46,753
-2,800
-6% -$58.3K ﹤0.01% 1132
2023
Q1 		$1.03M Buy
49,553
+2,281
+5% +$47.7K ﹤0.01% 1064
2022
Q4 		$970K Buy
47,272
+28,746
+155% +$596K ﹤0.01% 1051
2022
Q3 		$374K Buy
18,526
+352
+2% +$7.34K ﹤0.01% 1516
2022
Q2 		$368K Buy
18,174
+5,114
+39% +$108K ﹤0.01% 1476
2022
Q1 		$284K Buy
13,060
+3,150
+32% +$68.8K ﹤0.01% 1666
2021
Q4 		$219K Sell
9,910
-18,884
-66% -$417K ﹤0.01% 1815
2021
Q3 		$637K Buy
28,794
+3,959
+16% +$87.5K ﹤0.01% 1167
2021
Q2 		$550K Buy
+24,835
New +$551K ﹤0.01% 1226
2020
Q2 		– Sell
-20,005
Closed -$409K – 2026
2020
Q1 		$409K Sell
20,005
-3,710
-16% -$80.8K ﹤0.01% 1048
2019
Q4 		$541K Sell
23,715
-5,708
-19% -$129K ﹤0.01% 1069
2019
Q3 		$665K Buy
29,423
+4,425
+18% +$100K ﹤0.01% 927
2019
Q2 		$566K Sell
24,998
-1,001
-4% -$22.8K ﹤0.01% 1013
2019
Q1 		$589K Buy
25,999
+301
+1% +$6.8K ﹤0.01% 952
2018
Q4 		$560K Sell
25,698
-3,368
-12% -$76.7K ﹤0.01% 901
2018
Q3 		$673K Buy
29,066
+925
+3% +$21.3K ﹤0.01% 926
2018
Q2 		$644K Buy
28,141
+231
+0.8% +$5.33K ﹤0.01% 949
2018
Q1 		$646K Sell
27,910
-7,935
-22% -$184K ﹤0.01% 953
2017
Q4 		$826K Buy
35,845
+9,980
+39% +$230K ﹤0.01% 830
2017
Q3 		$599K Sell
25,865
-5,202
-17% -$120K ﹤0.01% 962
2017
Q2 		$719K Sell
31,067
-2,207
-7% -$51.3K ﹤0.01% 837
2017
Q1 		$774K Sell
33,274
-8,549
-20% -$199K ﹤0.01% 772
2016
Q4 		$977K Buy
41,823
+6,923
+20% +$161K 0.01% 632
2016
Q3 		$810K Buy
34,900
+31,709
+994% +$735K 0.01% 678
2016
Q2 		$73K Buy
3,191
+1,301
+69% +$29.9K ﹤0.01% 1869
2016
Q1 		$43K Buy
1,890
+169
+10% +$3.76K ﹤0.01% 2203
2015
Q4 		$39K Sell
1,721
-5,492
-76% -$125K ﹤0.01% 2317
2015
Q3 		$166K Buy
+7,213
New +$170K ﹤0.01% 1295
2015
Q2 		– Sell
-11,209
Closed -$270K – 1308
2015
Q1 		$270K Sell
11,209
-4,654
-29% -$112K ﹤0.01% 1047
2014
Q4 		$381K Sell
15,863
-3,323
-17% -$80.4K ﹤0.01% 811
2014
Q3 		$466K Sell
19,186
-5,765
-23% -$142K 0.01% 683
2014
Q2 		$621K Sell
24,951
-441
-2% -$10.9K 0.01% 557
2014
Q1 		$630K Buy
25,392
+7,223
+40% +$180K 0.01% 529
2013
Q4 		$452K Buy
18,169
+16,484
+978% +$409K 0.01% 550
2013
Q3 		$42K Buy
1,685
+432
+34% +$10.7K ﹤0.01% 1617
2013
Q2 		$31K Buy
+1,253
New +$31.4K ﹤0.01% 1660

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 Planning's BKLN Position: Q1 2026 in Review

Creative Planning reduced its Invesco Senior Loan ETF (BKLN) stake by 21% in Q1 2026, selling an estimated $78.6K and leaving 14,265 shares worth $291K. The position accounts for ﹤0.01% of the portfolio, ranked #3451.

Creative Planning first reported a position in BKLN in Q2 2013 and has held it in 47 quarters since. The position peaked at $1.03M in Q1 2023. 501 funds tracked by Wall St. Rank hold BKLN as of Q1 2026.

  • Creative Planning held 14,265 shares of Invesco Senior Loan ETF worth $291K as of Q1 2026.
  • Creative Planning sold 3,808 Invesco Senior Loan ETF shares in Q1 2026, an estimated $78.6K.
  • Invesco Senior Loan ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3451 holding.
  • Creative Planning first reported a position in Invesco Senior Loan ETF in Q2 2013 and has held it in 47 quarters since.
  • Creative Planning's Invesco Senior Loan ETF position peaked at $1.03M in Q1 2023.
  • 501 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.