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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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
BP
BNP Paribas Paris, France $3.69B AUM 33.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
IMCOOI
Investment Management Corp of Ontario (IMCO) Toronto, Canada $7.9B AUM 35.91% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 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. 504 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.
  • 504 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.