FORM Wealth Advisors’s Invesco Senior Loan ETF BKLN Stock Holding History

FORM Wealth Advisors’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	$10.9M	Buy	533,675 +220,448	+70%	+$4.52M	1.2%	13
2026 Q1	$6.39M	Sell	313,227 -153,701	-33%	-$3.17M	0.75%	16
2025 Q4	$9.81M	Buy	+466,928	New	+$9.77M	1.15%	13
2025 Q2	$10.2M	Sell	488,924 -171,372	-26%	-$3.56M	1.24%	14
2025 Q1	$13.7M	Buy	+660,296	New	+$13.8M	1.86%	15

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

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

PIWA

Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return

FORM Wealth Advisors's BKLN Position: Q2 2026 in Review

FORM Wealth Advisors increased its Invesco Senior Loan ETF (BKLN) stake by 70% in Q2 2026, buying an estimated $4.52M and bringing the position to 533,675 shares worth $10.9M. The position accounts for 1.2% of the portfolio, ranked #13.

FORM Wealth Advisors first reported a position in BKLN in Q1 2025 and has held it in 5 quarters since. The position peaked at $13.7M in Q1 2025. 99 funds tracked by Wall St. Rank hold BKLN as of Q2 2026.

FORM Wealth Advisors held 533,675 shares of Invesco Senior Loan ETF worth $10.9M as of Q2 2026.
FORM Wealth Advisors bought 220,448 Invesco Senior Loan ETF shares in Q2 2026, an estimated $4.52M.
Invesco Senior Loan ETF made up 1.2% of FORM Wealth Advisors's portfolio in Q2 2026, its #13 holding.
FORM Wealth Advisors first reported a position in Invesco Senior Loan ETF in Q1 2025 and has held it in 5 quarters since.
FORM Wealth Advisors's Invesco Senior Loan ETF position peaked at $13.7M in Q1 2025.
99 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2026.

Based on FORM Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.