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

HCR 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
2026
Q2 		$1.42M Sell
69,625
-11,382
-14% -$233K 0.13% 96
2026
Q1 		$1.65M Sell
81,007
-74,670
-48% -$1.54M 0.17% 84
2025
Q4 		$3.27M Sell
155,677
-5,596
-3% -$117K 0.32% 50
2025
Q3 		$3.37M Buy
161,273
+9,860
+7% +$206K 0.35% 48
2025
Q2 		$3.17M Buy
151,413
+2,862
+2% +$59.4K 0.37% 47
2025
Q1 		$3.08M Sell
148,551
-1,806
-1% -$37.9K 0.4% 43
2024
Q4 		$3.17M Buy
150,357
+2,297
+2% +$48.4K 0.4% 42
2024
Q3 		$3.11M Sell
148,060
-4,379
-3% -$92K 0.41% 40
2024
Q2 		$3.21M Buy
152,439
+7
+0% +$148 0.46% 36
2024
Q1 		$3.22M Sell
152,432
-563
-0.4% -$11.9K 0.49% 33
2023
Q4 		$3.24M Buy
152,995
+14,633
+11% +$307K 0.51% 32
2023
Q3 		$2.9M Sell
138,362
-12,085
-8% -$254K 0.64% 28
2023
Q2 		$3.17M Sell
150,447
-860
-0.6% -$17.9K 0.59% 33
2023
Q1 		$3.15M Sell
151,307
-428,625
-74% -$8.97M 0.62% 32
2022
Q4 		$11.9M Sell
579,932
-31,862
-5% -$660K 2.5% 7
2022
Q3 		$12.4M Sell
611,794
-23,407
-4% -$488K 2.62% 6
2022
Q2 		$12.9M Sell
635,201
-25,318
-4% -$536K 2.58% 7
2022
Q1 		$14.4M Sell
660,519
-9,922
-1% -$217K 2.35% 8
2021
Q4 		$14.8M Sell
670,441
-6,595
-1% -$146K 2.3% 8
2021
Q3 		$15M Buy
677,036
+35,458
+6% +$784K 2.5% 7
2021
Q2 		$14.2M Sell
641,578
-15,648
-2% -$347K 2.47% 6
2021
Q1 		$14.5M Buy
+657,226
New +$14.6M 2.88% 5
2018
Q2 		– Sell
-85,034
Closed -$1.97M – 170
2018
Q1 		$1.97M Buy
85,034
+9,531
+13% +$221K 0.68% 28
2017
Q4 		$1.74M Buy
75,503
+3,096
+4% +$71.5K 0.61% 35
2017
Q3 		$1.68M Buy
72,407
+7,825
+12% +$181K 0.71% 32
2017
Q2 		$1.49M Buy
64,582
+5,890
+10% +$137K 0.74% 31
2017
Q1 		$1.36M Buy
58,692
+2,150
+4% +$50.1K 0.7% 35
2016
Q4 		$1.32M Buy
+56,542
New +$1.31M 0.7% 36

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

HCR Wealth Advisors's BKLN Position: Q2 2026 in Review

HCR Wealth Advisors reduced its Invesco Senior Loan ETF (BKLN) stake by 14% in Q2 2026, selling an estimated $233K and leaving 69,625 shares worth $1.42M. The position accounts for 0.13% of the portfolio, ranked #96.

HCR Wealth Advisors first reported a position in BKLN in Q4 2016 and has held it in 28 quarters since. The position peaked at $15M in Q3 2021. 503 funds tracked by Wall St. Rank hold BKLN as of Q2 2026.

  • HCR Wealth Advisors held 69,625 shares of Invesco Senior Loan ETF worth $1.42M as of Q2 2026.
  • HCR Wealth Advisors sold 11,382 Invesco Senior Loan ETF shares in Q2 2026, an estimated $233K.
  • Invesco Senior Loan ETF made up 0.13% of HCR Wealth Advisors's portfolio in Q2 2026, its #96 holding.
  • HCR Wealth Advisors first reported a position in Invesco Senior Loan ETF in Q4 2016 and has held it in 28 quarters since.
  • HCR Wealth Advisors's Invesco Senior Loan ETF position peaked at $15M in Q3 2021.
  • 503 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.