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Horizon Financial Services’s Invesco Senior Loan ETF BKLN Stock Holding History

Horizon Financial Services’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 		$2.38K Hold
117
– – ﹤0.01% 460
2026
Q1 		$2.39K Sell
117
-1,457
-93% -$30.1K ﹤0.01% 341
2025
Q4 		$33.1K Sell
1,574
-156
-9% -$3.26K 0.02% 108
2025
Q3 		$36.2K Sell
1,730
-1,454
-46% -$30.4K 0.02% 106
2025
Q2 		$66.6K Buy
3,184
+3
+0.1% +$62 0.04% 77
2025
Q1 		$65.9K Sell
3,181
-383,579
-99% -$8.04M 0.04% 71
2024
Q4 		$8.15M Buy
386,760
+52,924
+16% +$1.12M 4.58% 7
2024
Q3 		$7.01M Buy
333,836
+7,296
+2% +$153K 4.17% 8
2024
Q2 		$6.87M Buy
326,540
+1,841
+0.6% +$38.9K 4.34% 8
2024
Q1 		$6.87M Buy
324,699
+105,798
+48% +$2.23M 4.41% 8
2023
Q4 		$4.64M Buy
218,901
+9,356
+4% +$196K 3.27% 9
2023
Q3 		$4.4M Buy
209,545
+21,257
+11% +$448K 3.53% 9
2023
Q2 		$3.96M Buy
188,288
+4,929
+3% +$103K 3.23% 9
2023
Q1 		$3.81M Sell
183,359
-43,793
-19% -$917K 3.27% 10
2022
Q4 		$4.66M Buy
227,152
+35,116
+18% +$728K 4.03% 9
2022
Q3 		$3.88M Sell
192,036
-33,163
-15% -$692K 3.45% 10
2022
Q2 		$4.57M Sell
225,199
-60,248
-21% -$1.28M 3.52% 10
2022
Q1 		$6.21M Sell
285,447
-25,553
-8% -$558K 3.96% 8
2021
Q4 		$6.87M Sell
311,000
-5,287
-2% -$117K 4.17% 6
2021
Q3 		$6.99M Buy
316,287
+80,470
+34% +$1.78M 4.6% 6
2021
Q2 		$5.22M Buy
235,817
+235,776
+575,063% +$5.23M 3.79% 7
2021
Q1 		$1K Buy
+41
New +$914 ﹤0.01% 109

Other funds holding BKLN

OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
IWMWV
Ironwood Wealth Management (West Virginia) Hurricane, West Virginia $237M AUM 14.63% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Horizon Financial Services's BKLN Position: Q2 2026 in Review

Horizon Financial Services held its Invesco Senior Loan ETF (BKLN) position steady in Q2 2026 at 117 shares worth $2.38K. The position accounts for ﹤0.01% of the portfolio, ranked #460.

Horizon Financial Services first reported a position in BKLN in Q1 2021 and has held it in 22 quarters since. The position peaked at $8.15M in Q4 2024. 196 funds tracked by Wall St. Rank hold BKLN as of Q2 2026.

  • Horizon Financial Services held 117 shares of Invesco Senior Loan ETF worth $2.38K as of Q2 2026.
  • Horizon Financial Services left its Invesco Senior Loan ETF share count unchanged in Q2 2026.
  • Invesco Senior Loan ETF made up ﹤0.01% of Horizon Financial Services's portfolio in Q2 2026, its #460 holding.
  • Horizon Financial Services first reported a position in Invesco Senior Loan ETF in Q1 2021 and has held it in 22 quarters since.
  • Horizon Financial Services's Invesco Senior Loan ETF position peaked at $8.15M in Q4 2024.
  • 196 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2026.

Based on Horizon Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.