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

Howard 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
2025
Q1 		– Sell
-53,381
Closed -$1.12M – 184
2024
Q4 		$1.12M Buy
53,381
+3,381
+7% +$71.3K 0.15% 60
2024
Q3 		$1.05M Buy
50,000
+40,000
+400% +$841K 0.15% 57
2024
Q2 		$210K Buy
+10,000
New +$211K 0.03% 147

Other funds holding BKLN

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return
IMCOOI
Investment Management Corp of Ontario (IMCO) Toronto, Canada $7.9B AUM 35.91% 1-Year Est. Return

Howard Financial Services's BKLN Position: Q1 2025 in Review

Howard Financial Services sold out of Invesco Senior Loan ETF (BKLN) in Q1 2025, closing a stake of 53,381 shares — an estimated $1.12M sold.

Howard Financial Services first reported a position in BKLN in Q2 2024 and held it in 3 quarters. The position peaked at $1.12M in Q4 2024. 541 funds tracked by Wall St. Rank hold BKLN as of Q1 2025.

  • Howard Financial Services reported no remaining Invesco Senior Loan ETF position as of Q1 2025 after selling out during the quarter.
  • Howard Financial Services sold 53,381 Invesco Senior Loan ETF shares in Q1 2025, an estimated $1.12M.
  • Howard Financial Services first reported a position in Invesco Senior Loan ETF in Q2 2024 and held it in 3 quarters.
  • Howard Financial Services's Invesco Senior Loan ETF position peaked at $1.12M in Q4 2024.
  • 541 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q1 2025.

Based on Howard Financial Services's 13F filing for Q1 2025, filed 7 Apr 2025.