Impact Partnership Wealth’s Invesco Senior Loan ETF BKLN Stock Holding History

Impact Partnership Wealth’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	$2.21M	Buy	108,103 +23,886	+28%	+$493K	0.27%	46
2025 Q4	$1.77M	Buy	84,217 +7,011	+9%	+$147K	0.23%	49
2025 Q3	$1.62M	Buy	77,206 +40,563	+111%	+$849K	0.24%	43
2025 Q2	$767K	Buy	+36,643	New	+$761K	0.14%	70
2023 Q4	–	Sell	-560	Closed	-$11.8K	–	862
2023 Q3	$11.8K	Buy	560 +160	+40%	+$3.37K	﹤0.01%	568
2023 Q2	$8.42K	Buy	+400	New	+$8.33K	﹤0.01%	439

Other funds holding BKLN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

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

Impact Partnership Wealth's BKLN Position: Q1 2026 in Review

Impact Partnership Wealth increased its Invesco Senior Loan ETF (BKLN) stake by 28% in Q1 2026, buying an estimated $493K and bringing the position to 108,103 shares worth $2.21M. The position accounts for 0.27% of the portfolio, ranked #46.

Impact Partnership Wealth first reported a position in BKLN in Q2 2023 and has held it in 6 quarters since. 501 funds tracked by Wall St. Rank hold BKLN as of Q1 2026.

Impact Partnership Wealth held 108,103 shares of Invesco Senior Loan ETF worth $2.21M as of Q1 2026.
Impact Partnership Wealth bought 23,886 Invesco Senior Loan ETF shares in Q1 2026, an estimated $493K.
Invesco Senior Loan ETF made up 0.27% of Impact Partnership Wealth's portfolio in Q1 2026, its #46 holding.
Impact Partnership Wealth first reported a position in Invesco Senior Loan ETF in Q2 2023 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 Impact Partnership Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.