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IFC & Insurance Marketing’s Invesco Senior Loan ETF BKLN Stock Holding History

IFC & Insurance Marketing’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
-495
Closed -$10K – 132
2025
Q4 		$10K Buy
+495
New +$10.4K 0.01% 390

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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

IFC & Insurance Marketing's BKLN Position: Q1 2026 in Review

IFC & Insurance Marketing sold out of Invesco Senior Loan ETF (BKLN) in Q1 2026, closing a stake of 495 shares — an estimated $10K sold.

IFC & Insurance Marketing first reported a position in BKLN in Q4 2025 and held it in 1 quarter. The position peaked at $10K in Q4 2025. 503 funds tracked by Wall St. Rank hold BKLN as of Q1 2026.

  • IFC & Insurance Marketing reported no remaining Invesco Senior Loan ETF position as of Q1 2026 after selling out during the quarter.
  • IFC & Insurance Marketing sold 495 Invesco Senior Loan ETF shares in Q1 2026, an estimated $10K.
  • IFC & Insurance Marketing first reported a position in Invesco Senior Loan ETF in Q4 2025 and held it in 1 quarter.
  • IFC & Insurance Marketing's Invesco Senior Loan ETF position peaked at $10K in Q4 2025.
  • 503 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q1 2026.

Based on IFC & Insurance Marketing's 13F filing for Q1 2026, filed 17 Apr 2026.