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 Q3	$10.2M	Sell	499,198 -34,477	-6%	-$707K	1.14%	12
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	$9.8M	Buy	+466,928	New	+$9.8M	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

Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Ironwood Wealth Management (West Virginia) Hurricane, West Virginia $237M AUM 9.78% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Mechanics Bank - Trust Department Walnut Creek, California $798M AUM 16.67% 1-Year Est. Return

Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return

FORM Wealth Advisors's BKLN Position: Q3 2026 in Review

FORM Wealth Advisors reduced its Invesco Senior Loan ETF (BKLN) stake by 6.5% in Q3 2026, selling an estimated $707K and leaving 499,198 shares worth $10.2M. The position accounts for 1.14% of the portfolio, ranked #12.

FORM Wealth Advisors first reported a position in BKLN in Q1 2025 and has held it in 6 quarters since. The position peaked at $13.7M in Q1 2025. 130 funds tracked by Wall St. Rank hold BKLN as of Q3 2026.

FORM Wealth Advisors held 499,198 shares of Invesco Senior Loan ETF worth $10.2M as of Q3 2026.
FORM Wealth Advisors sold 34,477 Invesco Senior Loan ETF shares in Q3 2026, an estimated $707K.
Invesco Senior Loan ETF made up 1.14% of FORM Wealth Advisors's portfolio in Q3 2026, its #12 holding.
FORM Wealth Advisors first reported a position in Invesco Senior Loan ETF in Q1 2025 and has held it in 6 quarters since.
FORM Wealth Advisors's Invesco Senior Loan ETF position peaked at $13.7M in Q1 2025.
130 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q3 2026.

Based on FORM Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.