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Foundations Investment Advisors’s Invesco Senior Loan ETF BKLN Stock Holding History

Foundations Investment 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 		$13.2M Buy
648,495
+144,273
+29% +$2.96M 0.14% 150
2026
Q1 		$10.3M Sell
504,222
-26,815
-5% -$554K 0.13% 157
2025
Q4 		$11.2M Buy
531,037
+17,279
+3% +$361K 0.15% 142
2025
Q3 		$10.8M Buy
513,758
+1,568
+0.3% +$32.8K 0.16% 130
2025
Q2 		$10.7M Sell
512,190
-231,443
-31% -$4.8M 0.17% 130
2025
Q1 		$15.4M Buy
743,633
+88,358
+13% +$1.85M 0.28% 88
2024
Q4 		$13.8M Buy
655,275
+238,009
+57% +$5.02M 0.27% 85
2024
Q3 		$8.77M Buy
417,266
+200,954
+93% +$4.22M 0.18% 109
2024
Q2 		$4.55M Buy
216,312
+191,938
+787% +$4.05M 0.11% 149
2024
Q1 		$516K Sell
24,374
-4,847
-17% -$102K 0.01% 460
2023
Q4 		$615K Sell
29,221
-8,030
-22% -$168K 0.02% 392
2023
Q3 		$782K Sell
37,251
-13,362
-26% -$281K 0.02% 311
2023
Q2 		$1.06M Sell
50,613
-17,343
-26% -$361K 0.04% 256
2023
Q1 		$1.41M Sell
67,956
-4,166
-6% -$87.2K 0.05% 194
2022
Q4 		$1.48M Buy
72,122
+27,059
+60% +$561K 0.06% 163
2022
Q3 		$910K Buy
+45,063
New +$940K 0.04% 181
2021
Q3 		– Sell
-35,727
Closed -$791K – 315
2021
Q2 		$791K Buy
+35,727
New +$793K 0.04% 116

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

Foundations Investment Advisors's BKLN Position: Q2 2026 in Review

Foundations Investment Advisors increased its Invesco Senior Loan ETF (BKLN) stake by 29% in Q2 2026, buying an estimated $2.96M and bringing the position to 648,495 shares worth $13.2M. The position accounts for 0.14% of the portfolio, ranked #150.

Foundations Investment Advisors first reported a position in BKLN in Q2 2021 and has held it in 17 quarters since. The position peaked at $15.4M in Q1 2025. 504 funds tracked by Wall St. Rank hold BKLN as of Q2 2026.

  • Foundations Investment Advisors held 648,495 shares of Invesco Senior Loan ETF worth $13.2M as of Q2 2026.
  • Foundations Investment Advisors bought 144,273 Invesco Senior Loan ETF shares in Q2 2026, an estimated $2.96M.
  • Invesco Senior Loan ETF made up 0.14% of Foundations Investment Advisors's portfolio in Q2 2026, its #150 holding.
  • Foundations Investment Advisors first reported a position in Invesco Senior Loan ETF in Q2 2021 and has held it in 17 quarters since.
  • Foundations Investment Advisors's Invesco Senior Loan ETF position peaked at $15.4M in Q1 2025.
  • 504 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.