FCIS
BKLN icon

First Citizens Investor Services’s Invesco Senior Loan ETF BKLN Stock Holding History

First Citizens Investor Services’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
2025
Q4 		$534K Buy
25,417
+2,503
+11% +$52.4K 0.2% 17
2025
Q3 		$480K Buy
+22,914
New +$480K 0.19% 16

Other funds holding BKLN

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IMCOOI
Investment Management Corp of Ontario (IMCO) Toronto, Canada $7.9B AUM 35.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BCC
Bain Capital Credit Boston, Massachusetts $368M AUM 9.33% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return

First Citizens Investor Services's BKLN Position: Q4 2025 in Review

First Citizens Investor Services increased its Invesco Senior Loan ETF (BKLN) stake by 11% in Q4 2025, buying an estimated $52.4K and bringing the position to 25,417 shares worth $534K. The position accounts for 0.2% of the portfolio, ranked #17.

First Citizens Investor Services first reported a position in BKLN in Q3 2025 and has held it in 2 quarters since. 507 funds tracked by Wall St. Rank hold BKLN as of Q4 2025.

  • First Citizens Investor Services held 25,417 shares of Invesco Senior Loan ETF worth $534K as of Q4 2025.
  • First Citizens Investor Services bought 2,503 Invesco Senior Loan ETF shares in Q4 2025, an estimated $52.4K.
  • Invesco Senior Loan ETF made up 0.2% of First Citizens Investor Services's portfolio in Q4 2025, its #17 holding.
  • First Citizens Investor Services first reported a position in Invesco Senior Loan ETF in Q3 2025 and has held it in 2 quarters since.
  • 507 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q4 2025.

Based on First Citizens Investor Services's 13F filing for Q4 2025, filed 30 Jan 2026.