First Heartland Consultants’s Invesco Senior Loan ETF BKLN Stock Holding History

First Heartland Consultants’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 Q1	–	Sell	-12,340	Closed	-$259K	–	529
2025 Q4	$259K	Buy	12,340 +20	+0.2%	+$418	0.02%	460
2025 Q3	$258K	Buy	12,320 +1,440	+13%	+$30.2K	0.02%	439
2025 Q2	$228K	Buy	+10,880	New	+$226K	0.02%	447
2019 Q4	–	Sell	-79	Closed	-$2K	–	292
2019 Q3	$2K	Buy	+79	New	+$1.79K	﹤0.01%	287

Other funds holding BKLN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IMCOOI

Investment Management Corp of Ontario (IMCO) Toronto, Canada $7.76B AUM 99.29% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

OPAM

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

First Heartland Consultants's BKLN Position: Q1 2026 in Review

First Heartland Consultants sold out of Invesco Senior Loan ETF (BKLN) in Q1 2026, closing a stake of 12,340 shares — an estimated $259K sold.

First Heartland Consultants first reported a position in BKLN in Q3 2019 and held it in 4 quarters. The position peaked at $259K in Q4 2025. 501 funds tracked by Wall St. Rank hold BKLN as of Q1 2026.

First Heartland Consultants reported no remaining Invesco Senior Loan ETF position as of Q1 2026 after selling out during the quarter.
First Heartland Consultants sold 12,340 Invesco Senior Loan ETF shares in Q1 2026, an estimated $259K.
First Heartland Consultants first reported a position in Invesco Senior Loan ETF in Q3 2019 and held it in 4 quarters.
First Heartland Consultants's Invesco Senior Loan ETF position peaked at $259K in Q4 2025.
501 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q1 2026.

Based on First Heartland Consultants's 13F filing for Q1 2026, filed 8 Apr 2026.