EverSource Wealth Advisors’s Invesco Senior Loan ETF BKLN Stock Holding History

EverSource Wealth 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	$244K	Buy	11,958 +2,425	+25%	+$49.7K	0.01%	913
2026 Q1	$195K	Hold	9,533	–	–	0.01%	1070
2025 Q4	$200K	Buy	+9,533	New	+$199K	0.01%	947
2024 Q3	–	Sell	-421	Closed	-$8.84K	–	3039
2024 Q2	$8.84K	Sell	421 -8,075	-95%	-$171K	﹤0.01%	1914
2024 Q1	$179K	Buy	+8,496	New	+$179K	0.01%	526
2022 Q2	–	Sell	-855	Closed	-$19K	–	1721
2022 Q1	$19K	Sell	855 -245	-22%	-$5.35K	﹤0.01%	713
2021 Q4	$24K	Buy	+1,100	New	+$24.3K	0.01%	607

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

EverSource Wealth Advisors's BKLN Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Invesco Senior Loan ETF (BKLN) stake by 25% in Q2 2026, buying an estimated $49.7K and bringing the position to 11,958 shares worth $244K. The position accounts for 0.01% of the portfolio, ranked #913.

EverSource Wealth Advisors first reported a position in BKLN in Q4 2021 and has held it in 7 quarters since. 503 funds tracked by Wall St. Rank hold BKLN as of Q2 2026.

EverSource Wealth Advisors held 11,958 shares of Invesco Senior Loan ETF worth $244K as of Q2 2026.
EverSource Wealth Advisors bought 2,425 Invesco Senior Loan ETF shares in Q2 2026, an estimated $49.7K.
Invesco Senior Loan ETF made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #913 holding.
EverSource Wealth Advisors first reported a position in Invesco Senior Loan ETF in Q4 2021 and has held it in 7 quarters since.
503 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.