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

Exit 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 		$1.72M Buy
+84,516
New +$1.73M 0.78% 32
2025
Q4 		– Sell
-30,478
Closed -$638K – 128
2025
Q3 		$638K Buy
+30,478
New +$638K 0.43% 57

Other funds holding BKLN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
BP
BNP Paribas Paris, France $3.69B AUM 33.87% 1-Year Est. Return
Invesco
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
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

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

Exit Wealth Advisors opened a new position in Invesco Senior Loan ETF (BKLN) in Q2 2026: 84,516 shares worth $1.72M. The stake represents 0.78% of the portfolio and ranks #32 among its holdings. This is a return to the name: Exit Wealth Advisors previously reported a position in BKLN as recently as Q3 2025.

Exit Wealth Advisors first reported a position in BKLN in Q3 2025 and has held it in 2 quarters since. 503 funds tracked by Wall St. Rank hold BKLN as of Q2 2026.

  • Exit Wealth Advisors held 84,516 shares of Invesco Senior Loan ETF worth $1.72M as of Q2 2026.
  • Invesco Senior Loan ETF was a new Exit Wealth Advisors position in Q2 2026.
  • Invesco Senior Loan ETF made up 0.78% of Exit Wealth Advisors's portfolio in Q2 2026, its #32 holding.
  • Exit Wealth Advisors first reported a position in Invesco Senior Loan ETF in Q3 2025 and has held it in 2 quarters since.
  • 503 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2026.

Based on Exit Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.