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 Q2	$76.6K	Buy	3,760 +607	+19%	+$12.4K	0.01%	631
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	–	333
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 $6.73T AUM 46.02% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 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

BNP Paribas Paris, France $3.69B AUM 33.87% 1-Year Est. Return

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 Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

Golden State Wealth Management's BKLN Position: Q2 2026 in Review

Golden State Wealth Management increased its Invesco Senior Loan ETF (BKLN) stake by 19% in Q2 2026, buying an estimated $12.4K and bringing the position to 3,760 shares worth $76.6K. The position accounts for 0.01% of the portfolio, ranked #631.

Golden State Wealth Management first reported a position in BKLN in Q1 2019 and has held it in 11 quarters since. 504 funds tracked by Wall St. Rank hold BKLN as of Q2 2026.

Golden State Wealth Management held 3,760 shares of Invesco Senior Loan ETF worth $76.6K as of Q2 2026.
Golden State Wealth Management bought 607 Invesco Senior Loan ETF shares in Q2 2026, an estimated $12.4K.
Invesco Senior Loan ETF made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #631 holding.
Golden State Wealth Management first reported a position in Invesco Senior Loan ETF in Q1 2019 and has held it in 11 quarters since.
504 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.