Everpar Advisors’s Invesco Senior Loan ETF BKLN Stock Holding History

Everpar 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 Q2	$501K	Buy	24,599 +3,692	+18%	+$75.7K	0.14%	149
2026 Q1	$427K	Sell	20,907 -631	-3%	-$13K	0.15%	149
2025 Q4	$452K	Buy	21,538 +63	+0.3%	+$1.32K	0.17%	137
2025 Q3	$449K	Sell	21,475 -1,531	-7%	-$32.1K	0.18%	133
2025 Q2	$481K	Buy	23,006 +219	+1%	+$4.55K	0.22%	122
2025 Q1	$472K	Sell	22,787 -419	-2%	-$8.79K	0.25%	108
2024 Q4	$489K	Sell	23,206 -455	-2%	-$9.6K	0.25%	110
2024 Q3	$497K	Sell	23,661 -16,606	-41%	-$349K	0.26%	118
2024 Q2	$847K	Buy	40,267 +21,959	+120%	+$464K	0.42%	53
2024 Q1	$387K	Buy	18,308 +542	+3%	+$11.4K	0.24%	147
2023 Q4	$376K	Buy	+17,766	New	+$373K	0.18%	186

Other funds holding BKLN

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

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

Everpar Advisors's BKLN Position: Q2 2026 in Review

Everpar Advisors increased its Invesco Senior Loan ETF (BKLN) stake by 18% in Q2 2026, buying an estimated $75.7K and bringing the position to 24,599 shares worth $501K. The position accounts for 0.14% of the portfolio, ranked #149.

Everpar Advisors first reported a position in BKLN in Q4 2023 and has held it in 11 quarters since. The position peaked at $847K in Q2 2024. 92 funds tracked by Wall St. Rank hold BKLN as of Q2 2026.

Everpar Advisors held 24,599 shares of Invesco Senior Loan ETF worth $501K as of Q2 2026.
Everpar Advisors bought 3,692 Invesco Senior Loan ETF shares in Q2 2026, an estimated $75.7K.
Invesco Senior Loan ETF made up 0.14% of Everpar Advisors's portfolio in Q2 2026, its #149 holding.
Everpar Advisors first reported a position in Invesco Senior Loan ETF in Q4 2023 and has held it in 11 quarters since.
Everpar Advisors's Invesco Senior Loan ETF position peaked at $847K in Q2 2024.
92 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.