EWM
BKLN icon

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

Empirical 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
Q2 		$577K Hold
28,306
– – 0.01% 626
2026
Q1 		$578K Buy
+28,306
New +$585K 0.01% 528

Other funds holding BKLN

OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
IWMWV
Ironwood Wealth Management (West Virginia) Hurricane, West Virginia $237M AUM 14.63% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
MBTD
Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return
FWA
FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

Empirical Wealth Management's BKLN Position: Q2 2026 in Review

Empirical Wealth Management held its Invesco Senior Loan ETF (BKLN) position steady in Q2 2026 at 28,306 shares worth $577K. The position accounts for 0.01% of the portfolio, ranked #626.

Empirical Wealth Management first reported a position in BKLN in Q1 2026 and has held it in 2 quarters since. The position peaked at $578K in Q1 2026. 92 funds tracked by Wall St. Rank hold BKLN as of Q2 2026.

  • Empirical Wealth Management held 28,306 shares of Invesco Senior Loan ETF worth $577K as of Q2 2026.
  • Empirical Wealth Management left its Invesco Senior Loan ETF share count unchanged in Q2 2026.
  • Invesco Senior Loan ETF made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #626 holding.
  • Empirical Wealth Management first reported a position in Invesco Senior Loan ETF in Q1 2026 and has held it in 2 quarters since.
  • Empirical Wealth Management's Invesco Senior Loan ETF position peaked at $578K in Q1 2026.
  • 92 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.