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Global Wealth Strategies & Associates’s Invesco Senior Loan ETF BKLN Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-4,125
Closed -$84.2K – 138
2026
Q1 		$84.2K Hold
4,125
– – 0.02% 129
2025
Q4 		$86.6K Sell
4,125
-250
-6% -$5.23K 0.02% 115
2025
Q3 		$91.6K Buy
+4,375
New +$91.6K 0.02% 107

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

Global Wealth Strategies & Associates's BKLN Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Invesco Senior Loan ETF (BKLN) in Q2 2026, closing a stake of 4,125 shares — an estimated $84.2K sold.

Global Wealth Strategies & Associates first reported a position in BKLN in Q3 2025 and held it in 3 quarters. The position peaked at $91.6K in Q3 2025. 503 funds tracked by Wall St. Rank hold BKLN as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining Invesco Senior Loan ETF position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 4,125 Invesco Senior Loan ETF shares in Q2 2026, an estimated $84.2K.
  • Global Wealth Strategies & Associates first reported a position in Invesco Senior Loan ETF in Q3 2025 and held it in 3 quarters.
  • Global Wealth Strategies & Associates's Invesco Senior Loan ETF position peaked at $91.6K in Q3 2025.
  • 503 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.