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 Q3	$292K	Buy	+14,297	New	+$293K	0.02%	487
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

AWA

Aletheian Wealth Advisors Bellevue, Washington $249M AUM

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return

VAG

VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return

Attessa Capital Tucson, Arizona $233M AUM 12.95% 1-Year Est. Return

GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

First Heartland Consultants's BKLN Position: Q3 2026 in Review

First Heartland Consultants opened a new position in Invesco Senior Loan ETF (BKLN) in Q3 2026: 14,297 shares worth $292K. The stake represents 0.02% of the portfolio and ranks #487 among its holdings. This is a return to the name: First Heartland Consultants previously reported a position in BKLN as recently as Q4 2025.

First Heartland Consultants first reported a position in BKLN in Q3 2019 and has held it in 5 quarters since. 16 funds tracked by Wall St. Rank hold BKLN as of Q3 2026.

First Heartland Consultants held 14,297 shares of Invesco Senior Loan ETF worth $292K as of Q3 2026.
Invesco Senior Loan ETF was a new First Heartland Consultants position in Q3 2026.
Invesco Senior Loan ETF made up 0.02% of First Heartland Consultants's portfolio in Q3 2026, its #487 holding.
First Heartland Consultants first reported a position in Invesco Senior Loan ETF in Q3 2019 and has held it in 5 quarters since.
16 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q3 2026.

Based on First Heartland Consultants's 13F filing for Q3 2026, filed 8 Oct 2026.