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FSC Wealth Advisors’s Invesco Senior Loan ETF BKLN Stock Holding History

FSC Wealth 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
2025
Q4 		– Sell
-10,853
Closed -$227K – 33
2025
Q3 		$227K Buy
+10,853
New +$227K 0.13% 71
2025
Q2 		– Sell
-8,160
Closed -$169K – 92
2025
Q1 		$169K Buy
8,160
+1,598
+24% +$33.5K 0.11% 71
2024
Q4 		$138K Buy
6,562
+1,668
+34% +$35.2K 0.09% 73
2024
Q3 		$103K Buy
4,894
+702
+17% +$14.8K 0.07% 83
2024
Q2 		$88.2K Buy
4,192
+2,057
+96% +$43.4K 0.07% 79
2024
Q1 		$45.2K Buy
2,135
+642
+43% +$13.6K 0.03% 111
2023
Q4 		$31.6K Sell
1,493
-40
-3% -$839 0.02% 128
2023
Q3 		$32.2K Sell
1,533
-15
-1% -$316 0.03% 98
2023
Q2 		$32.6K Buy
1,548
+1,034
+201% +$21.5K 0.03% 96
2023
Q1 		$10.7K Buy
514
+166
+48% +$3.48K 0.02% 114
2022
Q4 		$7.14K Buy
348
+138
+66% +$2.86K 0.01% 120
2022
Q3 		$4K Buy
210
+35
+20% +$730 0.04% 147
2022
Q2 		$4K Hold
175
– – 0.04% 148
2022
Q1 		$4K Buy
175
+126
+257% +$2.75K ﹤0.01% 144
2021
Q4 		$1K Buy
+49
New +$1.08K ﹤0.01% 165

Other funds holding BKLN

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IMCOOI
Investment Management Corp of Ontario (IMCO) Toronto, Canada $7.76B AUM 99.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BCC
Bain Capital Credit Boston, Massachusetts $303M AUM 15.47% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

FSC Wealth Advisors's BKLN Position: Q4 2025 in Review

FSC Wealth Advisors sold out of Invesco Senior Loan ETF (BKLN) in Q4 2025, closing a stake of 10,853 shares — an estimated $227K sold.

FSC Wealth Advisors first reported a position in BKLN in Q4 2021 and held it in 15 quarters. The position peaked at $227K in Q3 2025. 506 funds tracked by Wall St. Rank hold BKLN as of Q4 2025.

  • FSC Wealth Advisors reported no remaining Invesco Senior Loan ETF position as of Q4 2025 after selling out during the quarter.
  • FSC Wealth Advisors sold 10,853 Invesco Senior Loan ETF shares in Q4 2025, an estimated $227K.
  • FSC Wealth Advisors first reported a position in Invesco Senior Loan ETF in Q4 2021 and held it in 15 quarters.
  • FSC Wealth Advisors's Invesco Senior Loan ETF position peaked at $227K in Q3 2025.
  • 506 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q4 2025.

Based on FSC Wealth Advisors's 13F filing for Q4 2025, filed 22 Jan 2026.