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Garden State Investment Advisory Services’s Invesco Senior Loan ETF BKLN Stock Holding History

Garden State Investment Advisory Services’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 		$1.02M Buy
50,240
+25,920
+107% +$532K 0.19% 105
2026
Q1 		$496K Buy
24,320
+2,860
+13% +$59.1K 0.11% 154
2025
Q4 		$451K Buy
21,460
+8,510
+66% +$178K 0.1% 168
2025
Q3 		$271K Buy
+12,950
New +$271K 0.06% 242

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

Garden State Investment Advisory Services's BKLN Position: Q2 2026 in Review

Garden State Investment Advisory Services increased its Invesco Senior Loan ETF (BKLN) stake by 107% in Q2 2026, buying an estimated $532K and bringing the position to 50,240 shares worth $1.02M. The position accounts for 0.19% of the portfolio, ranked #105.

Garden State Investment Advisory Services first reported a position in BKLN in Q3 2025 and has held it in 4 quarters since. 503 funds tracked by Wall St. Rank hold BKLN as of Q2 2026.

  • Garden State Investment Advisory Services held 50,240 shares of Invesco Senior Loan ETF worth $1.02M as of Q2 2026.
  • Garden State Investment Advisory Services bought 25,920 Invesco Senior Loan ETF shares in Q2 2026, an estimated $532K.
  • Invesco Senior Loan ETF made up 0.19% of Garden State Investment Advisory Services's portfolio in Q2 2026, its #105 holding.
  • Garden State Investment Advisory Services first reported a position in Invesco Senior Loan ETF in Q3 2025 and has held it in 4 quarters since.
  • 503 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2026.

Based on Garden State Investment Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.