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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
Q2 		$1.93M Buy
94,648
+19,607
+26% +$402K 0.1% 197
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 		$361K 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 $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

Founders Financial Securities's BKLN Position: Q2 2026 in Review

Founders Financial Securities increased its Invesco Senior Loan ETF (BKLN) stake by 26% in Q2 2026, buying an estimated $402K and bringing the position to 94,648 shares worth $1.93M. The position accounts for 0.1% of the portfolio, ranked #197.

Founders Financial Securities first reported a position in BKLN in Q4 2013 and has held it in 16 quarters since. The position peaked at $5.83M in Q4 2024. 504 funds tracked by Wall St. Rank hold BKLN as of Q2 2026.

  • Founders Financial Securities held 94,648 shares of Invesco Senior Loan ETF worth $1.93M as of Q2 2026.
  • Founders Financial Securities bought 19,607 Invesco Senior Loan ETF shares in Q2 2026, an estimated $402K.
  • Invesco Senior Loan ETF made up 0.1% of Founders Financial Securities's portfolio in Q2 2026, its #197 holding.
  • Founders Financial Securities first reported a position in Invesco Senior Loan ETF in Q4 2013 and has held it in 16 quarters since.
  • Founders Financial Securities's Invesco Senior Loan ETF position peaked at $5.83M in Q4 2024.
  • 504 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.