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

Horizon 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	$9.34M	Buy	+457,808	New	+$9.45M	1.37%	28
2025 Q4	–	Sell	-19,314	Closed	-$404K	–	129
2025 Q3	$404K	Buy	19,314 +8,388	+77%	+$176K	0.06%	79
2025 Q2	$229K	Sell	10,926 -13,740	-56%	-$285K	0.04%	98
2025 Q1	$511K	Sell	24,666 -21,796	-47%	-$457K	0.09%	54
2024 Q4	$979K	Buy	+46,462	New	+$980K	0.17%	33

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

Horizon Wealth Management's BKLN Position: Q1 2026 in Review

Horizon Wealth Management opened a new position in Invesco Senior Loan ETF (BKLN) in Q1 2026: 457,808 shares worth $9.34M. The stake represents 1.37% of the portfolio and ranks #28 among its holdings. This is a return to the name: Horizon Wealth Management previously reported a position in BKLN as recently as Q3 2025.

Horizon Wealth Management first reported a position in BKLN in Q4 2024 and has held it in 5 quarters since. 501 funds tracked by Wall St. Rank hold BKLN as of Q1 2026.

Horizon Wealth Management held 457,808 shares of Invesco Senior Loan ETF worth $9.34M as of Q1 2026.
Invesco Senior Loan ETF was a new Horizon Wealth Management position in Q1 2026.
Invesco Senior Loan ETF made up 1.37% of Horizon Wealth Management's portfolio in Q1 2026, its #28 holding.
Horizon Wealth Management first reported a position in Invesco Senior Loan ETF in Q4 2024 and has held it in 5 quarters since.
501 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q1 2026.

Based on Horizon Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.