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

Iams 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 		– Sell
-89,128
Closed -$1.87M – 189
2025
Q4 		$1.87M Buy
89,128
+39,489
+80% +$826K 0.68% 51
2025
Q3 		$1.04M Buy
49,639
+21,533
+77% +$451K 0.42% 73
2025
Q2 		$588K Buy
+28,106
New +$583K 0.27% 102

Other funds holding BKLN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IMCOOI
Investment Management Corp of Ontario (IMCO) Toronto, Canada $7.9B AUM 35.91% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

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

Iams Wealth Management sold out of Invesco Senior Loan ETF (BKLN) in Q1 2026, closing a stake of 89,128 shares — an estimated $1.87M sold.

Iams Wealth Management first reported a position in BKLN in Q2 2025 and held it in 3 quarters. The position peaked at $1.87M in Q4 2025. 503 funds tracked by Wall St. Rank hold BKLN as of Q1 2026.

  • Iams Wealth Management reported no remaining Invesco Senior Loan ETF position as of Q1 2026 after selling out during the quarter.
  • Iams Wealth Management sold 89,128 Invesco Senior Loan ETF shares in Q1 2026, an estimated $1.87M.
  • Iams Wealth Management first reported a position in Invesco Senior Loan ETF in Q2 2025 and held it in 3 quarters.
  • Iams Wealth Management's Invesco Senior Loan ETF position peaked at $1.87M in Q4 2025.
  • 503 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q1 2026.

Based on Iams Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.