Howard Wealth Management
BKLN icon

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

Howard 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
Q3 		$222K Buy
10,860
+331
+3% +$6.79K 0.08% 143
2026
Q2 		$214K Sell
10,529
-175
-2% -$3.59K 0.08% 148
2026
Q1 		$218K Sell
10,704
-1,168
-10% -$24.1K 0.09% 136
2025
Q4 		$249K Sell
11,872
-2,457
-17% -$51.4K 0.11% 117
2025
Q3 		$300K Buy
14,329
+1,400
+11% +$29.3K 0.14% 102
2025
Q2 		$270K Buy
12,929
+658
+5% +$13.7K 0.14% 102
2025
Q1 		$254K Sell
12,271
-10,791
-47% -$226K 0.14% 104
2024
Q4 		$486K Sell
23,062
-21,337
-48% -$450K 0.26% 76
2024
Q3 		$933K Sell
44,399
-5,144
-10% -$108K 0.54% 52
2024
Q2 		$1.04M Buy
49,543
+2,563
+5% +$54.1K 0.82% 30
2024
Q1 		$994K Sell
46,980
-1,019
-2% -$21.5K 0.81% 30
2023
Q4 		$1.02M Sell
47,999
-217
-0.5% -$4.55K 0.85% 30
2023
Q3 		$1.01M Sell
48,216
-6,192
-11% -$130K 0.93% 28
2023
Q2 		$1.14M Sell
54,408
-21,060
-28% -$439K 0.99% 26
2023
Q1 		$1.57M Sell
75,468
-23,083
-23% -$483K 1.31% 18
2022
Q4 		$2.02M Sell
98,551
-5,168
-5% -$107K 1.66% 15
2022
Q3 		$2.09M Buy
+103,719
New +$2.16M 1.48% 18
2022
Q2 		– Sell
-107,043
Closed -$2.33M – 65
2022
Q1 		$2.33M Buy
107,043
+3,377
+3% +$73.8K 1.27% 20
2021
Q4 		$2.29M Sell
103,666
-3,593
-3% -$79.3K 1.21% 22
2021
Q3 		$2.37M Buy
107,259
+7,039
+7% +$156K 1.33% 20
2021
Q2 		$2.22M Buy
100,220
+4,385
+5% +$97.3K 1.22% 21
2021
Q1 		$2.12M Buy
95,835
+4,335
+5% +$96.6K 1.24% 21
2020
Q4 		$2.04M Buy
91,500
+21,190
+30% +$465K 1.27% 21
2020
Q3 		$1.53M Buy
70,310
+11,867
+20% +$258K 1.09% 26
2020
Q2 		$1.25M Buy
58,443
+2,105
+4% +$44.5K 1.02% 32
2020
Q1 		$1.15M Buy
56,338
+4,510
+9% +$98.2K 1.21% 24
2019
Q4 		$1.18M Buy
+51,828
New +$1.17M 0.99% 22

Other funds holding BKLN

Ocean Park Asset Management
Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
BNP Paribas
BNP Paribas Paris, France $4.15B AUM 31.27% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $60.6B AUM 33.98% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return
Shenkman Capital Management
Shenkman Capital Management New York $610M AUM 1.13% 1-Year Est. Return

Howard Wealth Management's BKLN Position: Q3 2026 in Review

Howard Wealth Management increased its Invesco Senior Loan ETF (BKLN) stake by 3.1% in Q3 2026, buying an estimated $6.79K and bringing the position to 10,860 shares worth $222K. The position accounts for 0.08% of the portfolio, ranked #143.

Howard Wealth Management first reported a position in BKLN in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.37M in Q3 2021. 396 funds tracked by Wall St. Rank hold BKLN as of Q3 2026.

  • Howard Wealth Management held 10,860 shares of Invesco Senior Loan ETF worth $222K as of Q3 2026.
  • Howard Wealth Management bought 331 Invesco Senior Loan ETF shares in Q3 2026, an estimated $6.79K.
  • Invesco Senior Loan ETF made up 0.08% of Howard Wealth Management's portfolio in Q3 2026, its #143 holding.
  • Howard Wealth Management first reported a position in Invesco Senior Loan ETF in Q4 2019 and has held it in 27 quarters since.
  • Howard Wealth Management's Invesco Senior Loan ETF position peaked at $2.37M in Q3 2021.
  • 396 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q3 2026.

Based on Howard Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.