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

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

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 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

FWA

FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM

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. 134 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.
134 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.