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

IHT 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 		$225K Buy
11,002
+95
+0.9% +$1.96K 0.01% 1140
2025
Q4 		$229K Buy
10,907
+664
+6% +$13.9K 0.01% 1073
2025
Q3 		$214K Sell
10,243
-345
-3% -$7.22K 0.01% 1092
2025
Q2 		$221K Buy
10,588
+25
+0.2% +$519 0.01% 1040
2025
Q1 		$219K Sell
10,563
-1,041
-9% -$21.8K 0.01% 991
2024
Q4 		$245K Sell
11,604
-9,448
-45% -$199K 0.01% 935
2024
Q3 		$442K Sell
21,052
-38,534
-65% -$810K 0.01% 757
2024
Q2 		$1.25M Buy
59,586
+31,848
+115% +$672K 0.05% 369
2024
Q1 		$587K Buy
27,738
+13,335
+93% +$282K 0.02% 580
2023
Q4 		$305K Buy
14,403
+1,331
+10% +$27.9K 0.01% 760
2023
Q3 		$274K Sell
13,072
-256
-2% -$5.39K 0.01% 763
2023
Q2 		$280K Buy
+13,328
New +$278K 0.01% 752
2021
Q3 		– Sell
-19,952
Closed -$442K – 827
2021
Q2 		$442K Buy
19,952
+9
+0% +$200 0.03% 566
2021
Q1 		$441K Buy
19,943
+105
+0.5% +$2.34K 0.03% 496
2020
Q4 		$442K Buy
19,838
+10
+0.1% +$220 0.04% 446
2020
Q3 		$431K Buy
19,828
+10
+0.1% +$217 0.04% 380
2020
Q2 		$423K Buy
19,818
+956
+5% +$20.2K 0.06% 320
2020
Q1 		$386K Buy
18,862
+6,137
+48% +$134K 0.06% 332
2019
Q4 		$290K Sell
12,725
-504
-4% -$11.4K 0.03% 452
2019
Q3 		$299K Buy
+13,229
New +$300K 0.04% 432
2018
Q2 		– Sell
-5,901
Closed -$136K – 522
2018
Q1 		$136K Sell
5,901
-201
-3% -$4.65K 0.04% 418
2017
Q4 		$141K Buy
6,102
+4,382
+255% +$101K 0.04% 417
2017
Q3 		$40K Sell
1,720
-342
-17% -$7.92K 0.02% 580
2017
Q2 		$15 Hold
2,062
– – 0.01% 847
2017
Q1 		$48K Buy
2,062
+442
+27% +$10.3K 0.03% 424
2016
Q4 		$38K Buy
+1,620
New +$37.6K 0.03% 441

Other funds holding BKLN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IMCOOI
Investment Management Corp of Ontario (IMCO) Toronto, Canada $7.76B AUM 99.29% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

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

IHT Wealth Management increased its Invesco Senior Loan ETF (BKLN) stake by 0.87% in Q1 2026, buying an estimated $1.96K and bringing the position to 11,002 shares worth $225K. The position accounts for 0.01% of the portfolio, ranked #1140.

IHT Wealth Management first reported a position in BKLN in Q4 2016 and has held it in 26 quarters since. The position peaked at $1.25M in Q2 2024. 501 funds tracked by Wall St. Rank hold BKLN as of Q1 2026.

  • IHT Wealth Management held 11,002 shares of Invesco Senior Loan ETF worth $225K as of Q1 2026.
  • IHT Wealth Management bought 95 Invesco Senior Loan ETF shares in Q1 2026, an estimated $1.96K.
  • Invesco Senior Loan ETF made up 0.01% of IHT Wealth Management's portfolio in Q1 2026, its #1140 holding.
  • IHT Wealth Management first reported a position in Invesco Senior Loan ETF in Q4 2016 and has held it in 26 quarters since.
  • IHT Wealth Management's Invesco Senior Loan ETF position peaked at $1.25M in Q2 2024.
  • 501 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q1 2026.

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