FFO
BKLN icon

Fortitude Family Office’s Invesco Senior Loan ETF BKLN Stock Holding History

Fortitude Family Office’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 		$9.82M Buy
482,276
+60,489
+14% +$1.24M 1.9% 14
2026
Q1 		$8.61M Buy
421,787
+30,750
+8% +$635K 1.92% 14
2025
Q4 		$8.21M Buy
391,037
+378,907
+3,124% +$7.93M 1.91% 14
2025
Q3 		$254K Buy
12,130
+12,106
+50,442% +$254K 0.07% 124
2025
Q2 		$502 Hold
24
– – ﹤0.01% 1816
2025
Q1 		$497 Buy
+24
New +$503 ﹤0.01% 1081

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

Fortitude Family Office's BKLN Position: Q2 2026 in Review

Fortitude Family Office increased its Invesco Senior Loan ETF (BKLN) stake by 14% in Q2 2026, buying an estimated $1.24M and bringing the position to 482,276 shares worth $9.82M. The position accounts for 1.9% of the portfolio, ranked #14.

Fortitude Family Office first reported a position in BKLN in Q1 2025 and has held it in 6 quarters since. 504 funds tracked by Wall St. Rank hold BKLN as of Q2 2026.

  • Fortitude Family Office held 482,276 shares of Invesco Senior Loan ETF worth $9.82M as of Q2 2026.
  • Fortitude Family Office bought 60,489 Invesco Senior Loan ETF shares in Q2 2026, an estimated $1.24M.
  • Invesco Senior Loan ETF made up 1.9% of Fortitude Family Office's portfolio in Q2 2026, its #14 holding.
  • Fortitude Family Office first reported a position in Invesco Senior Loan ETF in Q1 2025 and has held it in 6 quarters since.
  • 504 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.