IFG Advisors’s Invesco Senior Loan ETF BKLN Stock Holding History

IFG Advisors’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	$2.75M	Buy	134,967 +17,495	+15%	+$359K	0.38%	36
2026 Q1	$2.4M	Buy	117,472 +12,999	+12%	+$268K	0.39%	33
2025 Q4	$2.19M	Buy	104,473 +13,034	+14%	+$273K	0.37%	35
2025 Q3	$1.91M	Buy	91,439 +3,550	+4%	+$74.3K	0.31%	37
2025 Q2	$1.84M	Buy	87,889 +4,547	+5%	+$94.4K	0.31%	39
2025 Q1	$1.73M	Buy	+83,342	New	+$1.75M	0.33%	39

Other funds holding BKLN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

BNP Paribas Paris, France $3.69B AUM 33.87% 1-Year Est. Return

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 Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

IFG Advisors's BKLN Position: Q2 2026 in Review

IFG Advisors increased its Invesco Senior Loan ETF (BKLN) stake by 15% in Q2 2026, buying an estimated $359K and bringing the position to 134,967 shares worth $2.75M. The position accounts for 0.38% of the portfolio, ranked #36.

IFG Advisors first reported a position in BKLN in Q1 2025 and has held it in 6 quarters since. 503 funds tracked by Wall St. Rank hold BKLN as of Q2 2026.

IFG Advisors held 134,967 shares of Invesco Senior Loan ETF worth $2.75M as of Q2 2026.
IFG Advisors bought 17,495 Invesco Senior Loan ETF shares in Q2 2026, an estimated $359K.
Invesco Senior Loan ETF made up 0.38% of IFG Advisors's portfolio in Q2 2026, its #36 holding.
IFG Advisors first reported a position in Invesco Senior Loan ETF in Q1 2025 and has held it in 6 quarters since.
503 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2026.

Based on IFG Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.