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Focus Financial Network’s Invesco Senior Loan ETF BKLN Stock Holding History

Focus Financial Network’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
-16,834
Closed -$354K – 739
2025
Q4 		$354K Buy
16,834
+80
+0.5% +$1.67K 0.01% 542
2025
Q3 		$351K Buy
16,754
+141
+0.8% +$2.95K 0.01% 548
2025
Q2 		$348K Buy
16,613
+720
+5% +$14.9K 0.01% 527
2025
Q1 		$329K Buy
15,893
+791
+5% +$16.6K 0.01% 525
2024
Q4 		$318K Buy
15,102
+124
+0.8% +$2.62K 0.01% 533
2024
Q3 		$315K Buy
14,978
+998
+7% +$21K 0.01% 532
2024
Q2 		$296K Sell
13,980
-111
-0.8% -$2.34K 0.01% 533
2024
Q1 		$297K Sell
14,091
-11,473
-45% -$242K 0.01% 496
2023
Q4 		$541K Buy
25,564
+10,578
+71% +$222K 0.02% 441
2023
Q3 		$315K Buy
14,986
+5,254
+54% +$111K 0.02% 457
2023
Q2 		$205K Sell
9,732
-4
-0% -$83 0.01% 559
2023
Q1 		$203K Buy
+9,736
New +$204K 0.01% 543
2020
Q3 		– Sell
-10,796
Closed -$230K – 438
2020
Q2 		$230K Buy
10,796
+58
+0.5% +$1.23K 0.03% 350
2020
Q1 		$220K Sell
10,738
-569
-5% -$12.4K 0.03% 331
2019
Q4 		$258K Sell
11,307
-601
-5% -$13.6K 0.03% 344
2019
Q3 		$269K Sell
11,908
-149
-1% -$3.38K 0.04% 313
2019
Q2 		$273K Buy
12,057
+448
+4% +$10.2K 0.04% 305
2019
Q1 		$263K Buy
+11,609
New +$262K 0.04% 298

Other funds holding BKLN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IMCOOI
Investment Management Corp of Ontario (IMCO) Toronto, Canada $7.9B AUM 35.91% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Focus Financial Network's BKLN Position: Q1 2026 in Review

Focus Financial Network sold out of Invesco Senior Loan ETF (BKLN) in Q1 2026, closing a stake of 16,834 shares — an estimated $354K sold.

Focus Financial Network first reported a position in BKLN in Q1 2019 and held it in 18 quarters. The position peaked at $541K in Q4 2023. 503 funds tracked by Wall St. Rank hold BKLN as of Q1 2026.

  • Focus Financial Network reported no remaining Invesco Senior Loan ETF position as of Q1 2026 after selling out during the quarter.
  • Focus Financial Network sold 16,834 Invesco Senior Loan ETF shares in Q1 2026, an estimated $354K.
  • Focus Financial Network first reported a position in Invesco Senior Loan ETF in Q1 2019 and held it in 18 quarters.
  • Focus Financial Network's Invesco Senior Loan ETF position peaked at $541K in Q4 2023.
  • 503 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q1 2026.

Based on Focus Financial Network's 13F filing for Q1 2026, filed 14 Apr 2026.