Envestnet Portfolio Solutions’s Invesco Senior Loan ETF BKLN Stock Holding History

Envestnet Portfolio Solutions’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	$6.1M	Buy	299,236 +44,105	+17%	+$905K	0.03%	295
2026 Q1	$5.21M	Sell	255,131 -285,714	-53%	-$5.9M	0.03%	285
2025 Q4	$11.4M	Buy	540,845 +19,409	+4%	+$406K	0.04%	220
2025 Q3	$10.9M	Buy	521,436 +35,562	+7%	+$745K	0.04%	209
2025 Q2	$10.2M	Sell	485,874 -30,689	-6%	-$637K	0.04%	225
2025 Q1	$10.7M	Sell	516,563 -10,833	-2%	-$227K	0.04%	218
2024 Q4	$11.1M	Buy	527,396 +98,694	+23%	+$2.08M	0.04%	225
2024 Q3	$9.01M	Sell	428,702 -6,316	-1%	-$133K	0.03%	270
2024 Q2	$9.15M	Buy	435,018 +13,392	+3%	+$283K	0.03%	249
2024 Q1	$8.92M	Buy	421,626 +155,763	+59%	+$3.29M	0.03%	254
2023 Q4	$5.63M	Sell	265,863 -86,079	-24%	-$1.81M	0.02%	300
2023 Q3	$7.39M	Buy	+351,942	New	+$7.41M	0.03%	224

Other funds holding BKLN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

BNP Paribas Paris, France $3.69B AUM 33.87% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

IMCOOI

Investment Management Corp of Ontario (IMCO) Toronto, Canada $7.9B AUM 35.91% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

Envestnet Portfolio Solutions's BKLN Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Invesco Senior Loan ETF (BKLN) stake by 17% in Q2 2026, buying an estimated $905K and bringing the position to 299,236 shares worth $6.1M. The position accounts for 0.03% of the portfolio, ranked #295.

Envestnet Portfolio Solutions first reported a position in BKLN in Q3 2023 and has held it in 12 quarters since. The position peaked at $11.4M in Q4 2025. 503 funds tracked by Wall St. Rank hold BKLN as of Q2 2026.

Envestnet Portfolio Solutions held 299,236 shares of Invesco Senior Loan ETF worth $6.1M as of Q2 2026.
Envestnet Portfolio Solutions bought 44,105 Invesco Senior Loan ETF shares in Q2 2026, an estimated $905K.
Invesco Senior Loan ETF made up 0.03% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #295 holding.
Envestnet Portfolio Solutions first reported a position in Invesco Senior Loan ETF in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's Invesco Senior Loan ETF position peaked at $11.4M in Q4 2025.
503 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.