Diversify Wealth Management’s Invesco Senior Loan ETF BKLN Stock Holding History

Diversify Wealth 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	$84.7M	Buy	4,117,328 +3,713,488	+920%	+$76.7M	1.51%	8
2025 Q4	$8.5M	Buy	403,840 +55,935	+16%	+$1.17M	0.4%	56
2025 Q3	$7.27M	Buy	347,905 +41,162	+13%	+$862K	0.42%	58
2025 Q2	$6.43M	Buy	306,743 +45,670	+17%	+$948K	0.4%	62
2025 Q1	$5.41M	Buy	261,073 +79,558	+44%	+$1.67M	0.4%	63
2024 Q4	$3.83M	Buy	181,515 +70,998	+64%	+$1.5M	0.3%	90
2024 Q3	$2.32M	Buy	110,517 +25,163	+29%	+$529K	0.22%	116
2024 Q2	$1.77M	Buy	+85,354	New	+$1.8M	0.22%	105

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

Diversify Wealth Management's BKLN Position: Q1 2026 in Review

Diversify Wealth Management increased its Invesco Senior Loan ETF (BKLN) stake by 920% in Q1 2026, buying an estimated $76.7M and bringing the position to 4,117,328 shares worth $84.7M. The position accounts for 1.51% of the portfolio, ranked #8.

Diversify Wealth Management first reported a position in BKLN in Q2 2024 and has held it in 8 quarters since. 501 funds tracked by Wall St. Rank hold BKLN as of Q1 2026.

Diversify Wealth Management held 4,117,328 shares of Invesco Senior Loan ETF worth $84.7M as of Q1 2026.
Diversify Wealth Management bought 3,713,488 Invesco Senior Loan ETF shares in Q1 2026, an estimated $76.7M.
Invesco Senior Loan ETF made up 1.51% of Diversify Wealth Management's portfolio in Q1 2026, its #8 holding.
Diversify Wealth Management first reported a position in Invesco Senior Loan ETF in Q2 2024 and has held it in 8 quarters since.
501 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.