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Howe & Rusling’s Invesco Senior Loan ETF BKLN Stock Holding History

Howe & Rusling’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 		$65.3K Buy
+3,204
New +$65.7K ﹤0.01% 366
2021
Q4 		– Sell
-159
Closed -$4K – 993
2021
Q3 		$4K Buy
+159
New +$3.52K ﹤0.01% 681
2017
Q3 		– Sell
-295
Closed -$7K – 886
2017
Q2 		$7K Sell
295
-207
-41% -$4.81K ﹤0.01% 543
2017
Q1 		$12K Buy
+502
New +$11.7K ﹤0.01% 440

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

Howe & Rusling's BKLN Position: Q2 2026 in Review

Howe & Rusling opened a new position in Invesco Senior Loan ETF (BKLN) in Q2 2026: 3,204 shares worth $65.3K. The stake represents ﹤0.01% of the portfolio and ranks #366 among its holdings. This is a return to the name: Howe & Rusling previously reported a position in BKLN as recently as Q3 2021.

Howe & Rusling first reported a position in BKLN in Q1 2017 and has held it in 4 quarters since. 504 funds tracked by Wall St. Rank hold BKLN as of Q2 2026.

  • Howe & Rusling held 3,204 shares of Invesco Senior Loan ETF worth $65.3K as of Q2 2026.
  • Invesco Senior Loan ETF was a new Howe & Rusling position in Q2 2026.
  • Invesco Senior Loan ETF made up ﹤0.01% of Howe & Rusling's portfolio in Q2 2026, its #366 holding.
  • Howe & Rusling first reported a position in Invesco Senior Loan ETF in Q1 2017 and has held it in 4 quarters since.
  • 504 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2026.

Based on Howe & Rusling's 13F filing for Q2 2026, filed 10 Aug 2026.