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Founders Financial Securities’s Invesco Senior Loan ETF BKLN Stock Holding History

Founders Financial Securities’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
Q1 		$1.54M Sell
75,041
-87,170
-54% -$1.8M 0.09% 214
2025
Q4 		$3.41M Buy
162,211
+69,594
+75% +$1.46M 0.2% 91
2025
Q3 		$1.94M Buy
92,617
+11,354
+14% +$238K 0.13% 156
2025
Q2 		$1.7M Buy
+81,263
New +$1.69M 0.13% 159
2025
Q1 		– Sell
-276,865
Closed -$5.83M – 466
2024
Q4 		$5.83M Buy
+276,865
New +$5.84M 0.53% 42
2024
Q1 		– Sell
-24,020
Closed -$509K – 390
2023
Q4 		$509K Buy
+24,020
New +$504K 0.06% 243
2020
Q4 		– Sell
-12,633
Closed -$275K – 227
2020
Q3 		$275K Buy
+12,633
New +$275K 0.09% 131
2016
Q4 		– Sell
-91,039
Closed -$2.11M – 84
2016
Q3 		$2.11M Buy
91,039
+70,481
+343% +$1.63M 0.9% 31
2016
Q2 		$472K Buy
+20,558
New +$472K 0.22% 59
2016
Q1 		– Sell
-20,107
Closed -$450K – 65
2015
Q4 		$450K Buy
20,107
+1,371
+7% +$31.2K 0.21% 45
2015
Q3 		$432K Sell
18,736
-2,791
-13% -$65.6K 0.21% 43
2015
Q2 		$512K Buy
+21,527
New +$518K 0.25% 38
2014
Q3 		– Sell
-12,800
Closed -$318K – 73
2014
Q2 		$318K Sell
12,800
-1,765
-12% -$43.8K 0.21% 44
2014
Q1 		$361 Sell
14,565
-4,813
-25% -$120K 0.24% 44
2013
Q4 		$482K Buy
+19,378
New +$481K 0.4% 41

Other funds holding BKLN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IMCOOI
Investment Management Corp of Ontario (IMCO) Toronto, Canada $7.76B AUM 99.29% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Founders Financial Securities's BKLN Position: Q1 2026 in Review

Founders Financial Securities reduced its Invesco Senior Loan ETF (BKLN) stake by 54% in Q1 2026, selling an estimated $1.8M and leaving 75,041 shares worth $1.54M. The position accounts for 0.09% of the portfolio, ranked #214.

Founders Financial Securities first reported a position in BKLN in Q4 2013 and has held it in 15 quarters since. The position peaked at $5.83M in Q4 2024. 501 funds tracked by Wall St. Rank hold BKLN as of Q1 2026.

  • Founders Financial Securities held 75,041 shares of Invesco Senior Loan ETF worth $1.54M as of Q1 2026.
  • Founders Financial Securities sold 87,170 Invesco Senior Loan ETF shares in Q1 2026, an estimated $1.8M.
  • Invesco Senior Loan ETF made up 0.09% of Founders Financial Securities's portfolio in Q1 2026, its #214 holding.
  • Founders Financial Securities first reported a position in Invesco Senior Loan ETF in Q4 2013 and has held it in 15 quarters since.
  • Founders Financial Securities's Invesco Senior Loan ETF position peaked at $5.83M in Q4 2024.
  • 501 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q1 2026.

Based on Founders Financial Securities's 13F filing for Q1 2026, filed 16 Apr 2026.