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

Crewe 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 Q1	–	Sell	-152	Closed	-$3.19K	–	1050
2025 Q4	$3.19K	Buy	+152	New	+$3.18K	﹤0.01%	805
2023 Q4	–	Sell	-400	Closed	-$8.4K	–	448
2023 Q3	$8.4K	Buy	+400	New	+$8.42K	﹤0.01%	259

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

Crewe Advisors's BKLN Position: Q1 2026 in Review

Crewe Advisors sold out of Invesco Senior Loan ETF (BKLN) in Q1 2026, closing a stake of 152 shares — an estimated $3.19K sold.

Crewe Advisors first reported a position in BKLN in Q3 2023 and held it in 2 quarters. The position peaked at $8.4K in Q3 2023. 501 funds tracked by Wall St. Rank hold BKLN as of Q1 2026.

Crewe Advisors reported no remaining Invesco Senior Loan ETF position as of Q1 2026 after selling out during the quarter.
Crewe Advisors sold 152 Invesco Senior Loan ETF shares in Q1 2026, an estimated $3.19K.
Crewe Advisors first reported a position in Invesco Senior Loan ETF in Q3 2023 and held it in 2 quarters.
Crewe Advisors's Invesco Senior Loan ETF position peaked at $8.4K in Q3 2023.
501 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q1 2026.

Based on Crewe Advisors's 13F filing for Q1 2026, filed 7 May 2026.