Golden State Wealth Management’s Invesco Senior Loan ETF BKLN Stock Holding History

Golden State 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
2026 Q1	$64.4K	Hold	3,153	–	–	0.01%	619
2025 Q4	$66.2K	Hold	3,153	–	–	0.01%	622
2025 Q3	$66K	Hold	3,153	–	–	0.01%	605
2025 Q2	$66K	Buy	3,153 +669	+27%	+$13.9K	0.01%	580
2025 Q1	$51.4K	Hold	2,484	–	–	0.01%	587
2024 Q4	$52.3K	Buy	+2,484	New	+$52.4K	0.01%	567
2020 Q2	–	Sell	-265	Closed	-$5K	–	271
2020 Q1	$5K	Buy	+265	New	+$5.77K	﹤0.01%	730
2019 Q4	–	Sell	-265	Closed	-$6K	–	146
2019 Q3	$6K	Hold	265	–	–	﹤0.01%	822
2019 Q2	$6K	Hold	265	–	–	﹤0.01%	830
2019 Q1	$6K	Buy	+265	New	+$5.99K	﹤0.01%	858

Other funds holding BKLN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IMCOOI

Investment Management Corp of Ontario (IMCO) Toronto, Canada $7.76B AUM 99.29% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Golden State Wealth Management's BKLN Position: Q1 2026 in Review

Golden State Wealth Management held its Invesco Senior Loan ETF (BKLN) position steady in Q1 2026 at 3,153 shares worth $64.4K. The position accounts for 0.01% of the portfolio, ranked #619.

Golden State Wealth Management first reported a position in BKLN in Q1 2019 and has held it in 10 quarters since. The position peaked at $66.2K in Q4 2025. 501 funds tracked by Wall St. Rank hold BKLN as of Q1 2026.

Golden State Wealth Management held 3,153 shares of Invesco Senior Loan ETF worth $64.4K as of Q1 2026.
Golden State Wealth Management left its Invesco Senior Loan ETF share count unchanged in Q1 2026.
Invesco Senior Loan ETF made up 0.01% of Golden State Wealth Management's portfolio in Q1 2026, its #619 holding.
Golden State Wealth Management first reported a position in Invesco Senior Loan ETF in Q1 2019 and has held it in 10 quarters since.
Golden State Wealth Management's Invesco Senior Loan ETF position peaked at $66.2K in Q4 2025.
501 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.