Grey Fox Wealth Advisors’s Invesco Senior Loan ETF BKLN Stock Holding History

Grey Fox Wealth Advisors’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
2025 Q4	–	Sell	-20	Closed	-$420	–	182
2025 Q3	$420	Buy	+20	New	+$419	﹤0.01%	608
2023 Q2	–	Sell	-135	Closed	-$2.81K	–	148
2023 Q1	$2.81K	Buy	135 +2	+2%	+$42	﹤0.01%	394
2022 Q4	$2.72K	Buy	+133	New	+$2.76K	﹤0.01%	337

Other funds holding BKLN

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

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

IMCOOI

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

BCC

Bain Capital Credit Boston, Massachusetts $303M AUM 15.47% 1-Year Est. Return

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

Grey Fox Wealth Advisors's BKLN Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of Invesco Senior Loan ETF (BKLN) in Q4 2025, closing a stake of 20 shares — an estimated $420 sold.

Grey Fox Wealth Advisors first reported a position in BKLN in Q4 2022 and held it in 3 quarters. The position peaked at $2.81K in Q1 2023. 506 funds tracked by Wall St. Rank hold BKLN as of Q4 2025.

Grey Fox Wealth Advisors reported no remaining Invesco Senior Loan ETF position as of Q4 2025 after selling out during the quarter.
Grey Fox Wealth Advisors sold 20 Invesco Senior Loan ETF shares in Q4 2025, an estimated $420.
Grey Fox Wealth Advisors first reported a position in Invesco Senior Loan ETF in Q4 2022 and held it in 3 quarters.
Grey Fox Wealth Advisors's Invesco Senior Loan ETF position peaked at $2.81K in Q1 2023.
506 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.