Fiduciary Financial Group’s Invesco Senior Loan ETF BKLN Stock Holding History

Fiduciary Financial Group’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	$3.33M	Buy	163,389 +21,769	+15%	+$446K	0.38%	48
2026 Q1	$2.89M	Buy	141,620 +14,480	+11%	+$299K	0.38%	46
2025 Q4	$2.67M	Buy	127,140 +24,246	+24%	+$507K	0.38%	45
2025 Q3	$2.15M	Buy	102,894 +31,624	+44%	+$662K	0.34%	47
2025 Q2	$1.49M	Buy	71,270 +6,425	+10%	+$133K	0.27%	57
2025 Q1	$1.32M	Buy	+64,845	New	+$1.36M	0.29%	54

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

Fiduciary Financial Group's BKLN Position: Q2 2026 in Review

Fiduciary Financial Group increased its Invesco Senior Loan ETF (BKLN) stake by 15% in Q2 2026, buying an estimated $446K and bringing the position to 163,389 shares worth $3.33M. The position accounts for 0.38% of the portfolio, ranked #48.

Fiduciary Financial Group first reported a position in BKLN in Q1 2025 and has held it in 6 quarters since. 92 funds tracked by Wall St. Rank hold BKLN as of Q2 2026.

Fiduciary Financial Group held 163,389 shares of Invesco Senior Loan ETF worth $3.33M as of Q2 2026.
Fiduciary Financial Group bought 21,769 Invesco Senior Loan ETF shares in Q2 2026, an estimated $446K.
Invesco Senior Loan ETF made up 0.38% of Fiduciary Financial Group's portfolio in Q2 2026, its #48 holding.
Fiduciary Financial Group first reported a position in Invesco Senior Loan ETF in Q1 2025 and has held it in 6 quarters since.
92 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.