Diversify Wealth Management
BKLN icon

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
Q3 		$19M Buy
928,138
+54,861
+6% +$1.12M 0.28% 63
2026
Q2 		$17.8M Sell
873,277
-3,244,051
-79% -$66.5M 0.3% 68
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

Ocean Park Asset Management
Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Ironwood Wealth Management (West Virginia)
Ironwood Wealth Management (West Virginia) Hurricane, West Virginia $237M AUM 9.78% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Mechanics Bank - Trust Department
Mechanics Bank - Trust Department Walnut Creek, California $798M AUM 16.67% 1-Year Est. Return
FORM Wealth Advisors
FORM Wealth Advisors Lake Geneva, Wisconsin $896M AUM 12.75% 1-Year Est. Return
Matthew Goff Investment Advisor
Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return
WT Wealth Management
WT Wealth Management Scottsdale, Arizona $357M AUM 15.82% 1-Year Est. Return

Diversify Wealth Management's BKLN Position: Q3 2026 in Review

Diversify Wealth Management increased its Invesco Senior Loan ETF (BKLN) stake by 6.3% in Q3 2026, buying an estimated $1.12M and bringing the position to 928,138 shares worth $19M. The position accounts for 0.28% of the portfolio, ranked #63.

Diversify Wealth Management first reported a position in BKLN in Q2 2024 and has held it in 10 quarters since. The position peaked at $84.7M in Q1 2026. 102 funds tracked by Wall St. Rank hold BKLN as of Q3 2026.

  • Diversify Wealth Management held 928,138 shares of Invesco Senior Loan ETF worth $19M as of Q3 2026.
  • Diversify Wealth Management bought 54,861 Invesco Senior Loan ETF shares in Q3 2026, an estimated $1.12M.
  • Invesco Senior Loan ETF made up 0.28% of Diversify Wealth Management's portfolio in Q3 2026, its #63 holding.
  • Diversify Wealth Management first reported a position in Invesco Senior Loan ETF in Q2 2024 and has held it in 10 quarters since.
  • Diversify Wealth Management's Invesco Senior Loan ETF position peaked at $84.7M in Q1 2026.
  • 102 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q3 2026.

Based on Diversify Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.