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Friedenthal Financial’s Invesco Senior Loan ETF BKLN Stock Holding History

Friedenthal Financial’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 		$154K Sell
7,561
-109
-1% -$2.24K 0.07% 124
2026
Q1 		$157K Buy
7,670
+2
+0% +$41 0.08% 121
2025
Q4 		$161K Sell
7,668
-2,407
-24% -$50.4K 0.08% 114
2025
Q3 		$211K Sell
10,075
-283
-3% -$5.93K 0.11% 104
2025
Q2 		$217K Buy
10,358
+1,288
+14% +$26.7K 0.12% 104
2025
Q1 		$188K Sell
9,070
-896
-9% -$18.8K 0.11% 103
2024
Q4 		$210K Buy
9,966
+44
+0.4% +$928 0.12% 109
2024
Q3 		$208K Sell
9,922
-4,204
-30% -$88.4K 0.12% 105
2024
Q2 		$297K Buy
14,126
+1,068
+8% +$22.6K 0.19% 100
2024
Q1 		$276K Sell
13,058
-288
-2% -$6.08K 0.17% 99
2023
Q4 		$283K Sell
13,346
-110
-0.8% -$2.31K 0.18% 95
2023
Q3 		$282K Buy
13,456
+2,916
+28% +$61.4K 0.19% 100
2023
Q2 		$222K Sell
10,540
-742
-7% -$15.5K 0.15% 101
2023
Q1 		$235K Buy
11,282
+1,186
+12% +$24.8K 0.17% 100
2022
Q4 		$207K Sell
10,096
-34
-0.3% -$705 0.14% 102
2022
Q3 		$205K Sell
10,130
-17
-0.2% -$355 0.14% 59
2022
Q2 		$206K Sell
10,147
-1,588
-14% -$33.6K 0.14% 61
2022
Q1 		$255K Sell
11,735
-9,559
-45% -$209K 0.15% 54
2021
Q4 		$471K Buy
+21,294
New +$470K 0.29% 50
2019
Q4 		– Sell
-38,400
Closed -$867K – 51
2019
Q3 		$867K Sell
38,400
-6,553
-15% -$149K 0.68% 33
2019
Q2 		$1.02M Buy
44,953
+2,064
+5% +$47.1K 0.87% 32
2019
Q1 		$971K Buy
42,889
+10,074
+31% +$228K 0.83% 29
2018
Q4 		$715K Sell
32,815
-4,623
-12% -$105K 0.67% 33
2018
Q3 		$867K Sell
37,438
-185,547
-83% -$4.28M 0.72% 35
2018
Q2 		$5.11M Buy
222,985
+6,933
+3% +$160K 4.4% 3
2018
Q1 		$5M Buy
216,052
+705
+0.3% +$16.3K 4.25% 2
2017
Q4 		$4.96M Sell
215,347
-263
-0.1% -$6.07K 4.37% 2
2017
Q3 		$4.99M Sell
215,610
-8,041
-4% -$186K 4.49% 3
2017
Q2 		$5.17M Sell
223,651
-9,118
-4% -$212K 4.8% 4
2017
Q1 		$5.41M Sell
232,769
-11,328
-5% -$264K 5.02% 3
2016
Q4 		$5.7M Buy
244,097
+231,129
+1,782% +$5.36M 5.21% 4
2016
Q3 		$301K Buy
12,968
+2,341
+22% +$54.2K 0.26% 40
2016
Q2 		$244K Buy
10,627
+1,452
+16% +$33.3K 0.21% 42
2016
Q1 		$206K Hold
9,175
– – 0.19% 41
2015
Q4 		$206K Sell
9,175
-2,221
-19% -$50.6K 0.19% 41
2015
Q3 		$263K Sell
11,396
-1,506
-12% -$35.4K 0.24% 35
2015
Q2 		$307K Buy
12,902
+1,572
+14% +$37.9K 0.27% 41
2015
Q1 		$273K Buy
11,330
+983
+10% +$23.6K 0.23% 42
2014
Q4 		$249K Buy
10,347
+1,361
+15% +$32.9K 0.21% 35
2014
Q3 		$218K Sell
8,986
-358,462
-98% -$8.83M 0.19% 39
2014
Q2 		$9.14M Sell
367,448
-8,807
-2% -$218K 7.4% 1
2014
Q1 		$9.34M Buy
376,255
+31,628
+9% +$787K 7.89% 1
2013
Q4 		$8.57M Buy
+344,627
New +$8.55M 7.94% 1

Other funds holding BKLN

OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
Ninety One (UK)
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
PAS
Park Avenue Securities New York $16B AUM 26.77% 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
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

Friedenthal Financial's BKLN Position: Q2 2026 in Review

Friedenthal Financial reduced its Invesco Senior Loan ETF (BKLN) stake by 1.4% in Q2 2026, selling an estimated $2.24K and leaving 7,561 shares worth $154K. The position accounts for 0.07% of the portfolio, ranked #124.

Friedenthal Financial first reported a position in BKLN in Q4 2013 and has held it in 43 quarters since. The position peaked at $9.34M in Q1 2014. 92 funds tracked by Wall St. Rank hold BKLN as of Q2 2026.

  • Friedenthal Financial held 7,561 shares of Invesco Senior Loan ETF worth $154K as of Q2 2026.
  • Friedenthal Financial sold 109 Invesco Senior Loan ETF shares in Q2 2026, an estimated $2.24K.
  • Invesco Senior Loan ETF made up 0.07% of Friedenthal Financial's portfolio in Q2 2026, its #124 holding.
  • Friedenthal Financial first reported a position in Invesco Senior Loan ETF in Q4 2013 and has held it in 43 quarters since.
  • Friedenthal Financial's Invesco Senior Loan ETF position peaked at $9.34M in Q1 2014.
  • 92 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2026.

Based on Friedenthal Financial's 13F filing for Q2 2026, filed 13 Jul 2026.