Elevated Capital Advisors’s Invesco Senior Loan ETF BKLN Stock Holding History

Elevated Capital 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	$15.3K	Sell	751 -696	-48%	-$14.4K	﹤0.01%	428
2025 Q4	$30.4K	Buy	+1,447	New	+$30.3K	0.01%	373
2022 Q1	$210K	Buy	+9,660	New	+$211K	0.07%	171
2021 Q3	$229K	Buy	+10,344	New	+$229K	0.08%	169
2021 Q1	$263K	Sell	11,880 -1,240	-9%	-$27.6K	0.1%	151
2020 Q4	$292K	Sell	13,120 -272	-2%	-$5.97K	0.13%	155
2020 Q3	$295K	Sell	13,392 -298	-2%	-$6.48K	0.14%	142
2020 Q2	$301K	Buy	+13,690	New	+$290K	0.14%	134
2019 Q1	$290K	Buy	+13,594	New	+$307K	0.19%	120

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

Elevated Capital Advisors's BKLN Position: Q1 2026 in Review

Elevated Capital Advisors reduced its Invesco Senior Loan ETF (BKLN) stake by 48% in Q1 2026, selling an estimated $14.4K and leaving 751 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #428.

Elevated Capital Advisors first reported a position in BKLN in Q1 2019 and has held it in 9 quarters since. The position peaked at $301K in Q2 2020. 501 funds tracked by Wall St. Rank hold BKLN as of Q1 2026.

Elevated Capital Advisors held 751 shares of Invesco Senior Loan ETF worth $15.3K as of Q1 2026.
Elevated Capital Advisors sold 696 Invesco Senior Loan ETF shares in Q1 2026, an estimated $14.4K.
Invesco Senior Loan ETF made up ﹤0.01% of Elevated Capital Advisors's portfolio in Q1 2026, its #428 holding.
Elevated Capital Advisors first reported a position in Invesco Senior Loan ETF in Q1 2019 and has held it in 9 quarters since.
Elevated Capital Advisors's Invesco Senior Loan ETF position peaked at $301K in Q2 2020.
501 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q1 2026.

Based on Elevated Capital Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.