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

IMG 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 		$105K Buy
5,161
+453
+10% +$9.36K 0.07% 137
2025
Q4 		$98.9K Buy
4,708
+217
+5% +$4.54K 0.06% 133
2025
Q3 		$94K Hold
4,491
– – 0.06% 125
2025
Q2 		$94K Buy
4,491
+1,016
+29% +$21.1K 0.07% 121
2025
Q1 		$71.9K Buy
3,475
+158
+5% +$3.31K 0.06% 126
2024
Q4 		$69.9K Buy
+3,317
New +$70K 0.06% 125

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

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

IMG Wealth Management increased its Invesco Senior Loan ETF (BKLN) stake by 9.6% in Q1 2026, buying an estimated $9.36K and bringing the position to 5,161 shares worth $105K. The position accounts for 0.07% of the portfolio, ranked #137.

IMG Wealth Management first reported a position in BKLN in Q4 2024 and has held it in 6 quarters since. 501 funds tracked by Wall St. Rank hold BKLN as of Q1 2026.

  • IMG Wealth Management held 5,161 shares of Invesco Senior Loan ETF worth $105K as of Q1 2026.
  • IMG Wealth Management bought 453 Invesco Senior Loan ETF shares in Q1 2026, an estimated $9.36K.
  • Invesco Senior Loan ETF made up 0.07% of IMG Wealth Management's portfolio in Q1 2026, its #137 holding.
  • IMG Wealth Management first reported a position in Invesco Senior Loan ETF in Q4 2024 and has held it in 6 quarters since.
  • 501 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q1 2026.

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