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

IFP 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 		$79.6K Buy
3,909
+2,397
+159% +$49.2K ﹤0.01% 2123
2026
Q1 		$30.9K Buy
1,512
+9
+0.6% +$186 ﹤0.01% 2531
2025
Q4 		$31.6K Buy
1,503
+981
+188% +$20.5K ﹤0.01% 2457
2025
Q3 		$10.9K Buy
522
+8
+2% +$168 ﹤0.01% 2864
2025
Q2 		$10.8K Sell
514
-2,826
-85% -$58.7K ﹤0.01% 2872
2025
Q1 		$69.1K Buy
3,340
+1,302
+64% +$27.3K ﹤0.01% 1731
2024
Q4 		$42.9K Sell
2,038
-2,504
-55% -$52.8K ﹤0.01% 1894
2024
Q3 		$95.4K Buy
4,542
+960
+27% +$20.2K ﹤0.01% 1425
2024
Q2 		$75.4K Buy
3,582
+1,561
+77% +$33K ﹤0.01% 1483
2024
Q1 		$42.7K Sell
2,021
-2,032
-50% -$42.9K ﹤0.01% 1654
2023
Q4 		$85.8K Sell
4,053
-5,259
-56% -$110K ﹤0.01% 1313
2023
Q3 		$195K Sell
9,312
-5,788
-38% -$122K 0.01% 978
2023
Q2 		$318K Sell
15,100
-8,136
-35% -$170K 0.01% 820
2023
Q1 		$534K Sell
23,236
-17,614
-43% -$369K 0.02% 583
2022
Q4 		$955K Buy
40,850
+2,521
+7% +$52.2K 0.03% 636
2022
Q3 		$908K Sell
38,329
-6,404
-14% -$134K 0.02% 667
2022
Q2 		$1.05M Hold
44,733
– – 0.03% 569
2022
Q1 		$1.05M Buy
44,733
+39,478
+751% +$863K 0.03% 569
2021
Q4 		$119K Buy
5,255
+3,096
+143% +$68.3K ﹤0.01% 1191
2021
Q3 		$49K Sell
2,159
-7,865
-78% -$174K ﹤0.01% 1581
2021
Q2 		$221K Buy
10,024
+1,403
+16% +$31.1K ﹤0.01% 856
2021
Q1 		$189K Sell
8,621
-9,779
-53% -$218K ﹤0.01% 860
2020
Q4 		$407K Buy
18,400
+11,324
+160% +$249K 0.02% 563
2020
Q3 		$146K Buy
7,076
+2,736
+63% +$59.5K 0.01% 825
2020
Q2 		$83K Buy
4,340
+801
+23% +$16.9K 0.01% 992
2020
Q1 		$68K Sell
3,539
-4,656
-57% -$101K 0.01% 985
2019
Q4 		$184K Sell
8,195
-6,510
-44% -$147K 0.01% 687
2019
Q3 		$331K Buy
+14,705
New +$334K 0.02% 597
2019
Q1 		$381K Sell
16,914
-22,753
-57% -$514K 0.05% 335
2018
Q4 		$865K Sell
39,667
-30,282
-43% -$689K 0.05% 380
2018
Q3 		$1.62M Sell
69,949
-18,193
-21% -$420K 0.07% 304
2018
Q2 		$2.02M Sell
88,142
-101,630
-54% -$2.34M 0.08% 248
2018
Q1 		$4.37M Hold
189,772
– – 0.2% 111
2017
Q4 		$4.37M Buy
189,772
+11,982
+7% +$277K 0.2% 111
2017
Q3 		$4.12M Buy
177,790
+38,097
+27% +$882K 0.16% 135
2017
Q2 		$3.23M Buy
139,693
+4,783
+4% +$111K 0.14% 168
2017
Q1 		$3.14M Buy
134,910
+45,562
+51% +$1.06M 0.14% 169
2016
Q4 		$2.09M Sell
89,348
-22,318
-20% -$518K 0.1% 216
2016
Q3 		$2.59M Buy
111,666
+26,438
+31% +$613K 0.13% 165
2016
Q2 		$1.96M Buy
85,228
+68,314
+404% +$1.57M 0.11% 212
2016
Q1 		$381K Sell
16,914
-29,975
-64% -$667K 0.05% 335
2015
Q4 		$1.05M Buy
+46,889
New +$1.07M 0.07% 297

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

IFP Advisors's BKLN Position: Q2 2026 in Review

IFP Advisors increased its Invesco Senior Loan ETF (BKLN) stake by 159% in Q2 2026, buying an estimated $49.2K and bringing the position to 3,909 shares worth $79.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2123.

IFP Advisors first reported a position in BKLN in Q4 2015 and has held it in 42 quarters since. The position peaked at $4.37M in Q1 2018. 503 funds tracked by Wall St. Rank hold BKLN as of Q2 2026.

  • IFP Advisors held 3,909 shares of Invesco Senior Loan ETF worth $79.6K as of Q2 2026.
  • IFP Advisors bought 2,397 Invesco Senior Loan ETF shares in Q2 2026, an estimated $49.2K.
  • Invesco Senior Loan ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2123 holding.
  • IFP Advisors first reported a position in Invesco Senior Loan ETF in Q4 2015 and has held it in 42 quarters since.
  • IFP Advisors's Invesco Senior Loan ETF position peaked at $4.37M in Q1 2018.
  • 503 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.