Future Financial Wealth Management’s Invesco Senior Loan ETF BKLN Stock Holding History

Future Financial Wealth Management’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	-1,230	Closed	-$25.7K	–	153
2025 Q3	$25.7K	Hold	1,230	–	–	0.02%	317
2025 Q2	$25.7K	Hold	1,230	–	–	0.02%	303
2025 Q1	$25.5K	Hold	1,230	–	–	0.02%	299
2024 Q4	$25.9K	Hold	1,230	–	–	0.02%	300
2024 Q3	$25.8K	Buy	+1,230	New	+$25.9K	0.02%	310
2024 Q2	–	Sell	-1,230	Closed	-$26K	–	150
2024 Q1	$26K	Buy	+1,230	New	+$26K	0.02%	322
2022 Q2	–	Sell	-2,730	Closed	-$59K	–	163
2022 Q1	$59K	Sell	2,730 -3,741	-58%	-$81.7K	0.05%	245
2021 Q4	$143K	Buy	+6,471	New	+$143K	0.11%	152

Other funds holding BKLN

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

IMCOOI

Investment Management Corp of Ontario (IMCO) Toronto, Canada $7.9B AUM 35.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BCC

Bain Capital Credit Boston, Massachusetts $368M AUM 9.33% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return

Future Financial Wealth Management's BKLN Position: Q4 2025 in Review

Future Financial Wealth Management sold out of Invesco Senior Loan ETF (BKLN) in Q4 2025, closing a stake of 1,230 shares — an estimated $25.7K sold.

Future Financial Wealth Management first reported a position in BKLN in Q4 2021 and held it in 8 quarters. The position peaked at $143K in Q4 2021. 507 funds tracked by Wall St. Rank hold BKLN as of Q4 2025.

Future Financial Wealth Management reported no remaining Invesco Senior Loan ETF position as of Q4 2025 after selling out during the quarter.
Future Financial Wealth Management sold 1,230 Invesco Senior Loan ETF shares in Q4 2025, an estimated $25.7K.
Future Financial Wealth Management first reported a position in Invesco Senior Loan ETF in Q4 2021 and held it in 8 quarters.
Future Financial Wealth Management's Invesco Senior Loan ETF position peaked at $143K in Q4 2021.
507 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q4 2025.

Based on Future Financial Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.