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BFC Planning, Inc.’s Invesco Senior Loan ETF BKLN Stock Holding History

BFC Planning, Inc.’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 		$9.14M Buy
448,760
+6,701
+2% +$137K 0.37% 51
2026
Q1 		$9.02M Buy
442,059
+23,054
+6% +$476K 0.4% 44
2025
Q4 		$8.8M Buy
419,005
+412,099
+5,967% +$8.62M 0.39% 51
2025
Q3 		$145K Buy
6,906
+1,422
+26% +$29.8K 0.01% 782
2025
Q2 		$115K Buy
5,484
+29
+0.5% +$602 0.01% 829
2025
Q1 		$113K Buy
5,455
+229
+4% +$4.8K 0.01% 820
2024
Q4 		$110K Buy
+5,226
New +$110K 0.01% 820

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
BNP Paribas
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
Investment Management Corp of Ontario (IMCO)
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

BFC Planning, Inc.'s BKLN Position: Q2 2026 in Review

BFC Planning, Inc. increased its Invesco Senior Loan ETF (BKLN) stake by 1.5% in Q2 2026, buying an estimated $137K and bringing the position to 448,760 shares worth $9.14M. The position accounts for 0.37% of the portfolio, ranked #51.

BFC Planning, Inc. first reported a position in BKLN in Q4 2024 and has held it in 7 quarters since. 505 funds tracked by Wall St. Rank hold BKLN as of Q2 2026.

  • BFC Planning, Inc. held 448,760 shares of Invesco Senior Loan ETF worth $9.14M as of Q2 2026.
  • BFC Planning, Inc. bought 6,701 Invesco Senior Loan ETF shares in Q2 2026, an estimated $137K.
  • Invesco Senior Loan ETF made up 0.37% of BFC Planning, Inc.'s portfolio in Q2 2026, its #51 holding.
  • BFC Planning, Inc. first reported a position in Invesco Senior Loan ETF in Q4 2024 and has held it in 7 quarters since.
  • 505 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.