IAM Advisory’s Invesco Senior Loan ETF BKLN Stock Holding History

IAM Advisory’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	$919K	Buy	45,119 +1,914	+4%	+$39.3K	0.18%	64
2026 Q1	$882K	Sell	43,205 -1,816	-4%	-$37.5K	0.2%	65
2025 Q4	$945K	Buy	45,021 +548	+1%	+$11.5K	0.21%	62
2025 Q3	$931K	Buy	44,473 +6,607	+17%	+$138K	0.21%	61
2025 Q2	$792K	Sell	37,866 -161	-0.4%	-$3.34K	0.19%	62
2025 Q1	$787K	Buy	+38,027	New	+$797K	0.2%	65
2024 Q1	–	Sell	-9,656	Closed	-$205K	–	103
2023 Q4	$205K	Buy	+9,656	New	+$203K	0.06%	92

Other funds holding BKLN

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Ninety One (UK)

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Ironwood Wealth Management (West Virginia) Hurricane, West Virginia $237M AUM 14.63% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return

FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM

Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return