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Independent Advisor Alliance’s Invesco Senior Loan ETF BKLN Stock Holding History

Independent Advisor Alliance’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 		$410K Buy
+20,092
New +$415K ﹤0.01% 1194
2025
Q1 		– Sell
-19,525
Closed -$411K – 845
2024
Q4 		$411K Buy
+19,525
New +$412K 0.01% 1017
2020
Q1 		– Sell
-9,785
Closed -$223K – 457
2019
Q4 		$223K Buy
+9,785
New +$221K 0.01% 783
2017
Q2 		– Sell
-182,914
Closed -$4.26M – 250
2017
Q1 		$4.26M Buy
+182,914
New +$4.26M 0.68% 38

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

Independent Advisor Alliance's BKLN Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in Invesco Senior Loan ETF (BKLN) in Q1 2026: 20,092 shares worth $410K. The stake represents ﹤0.01% of the portfolio and ranks #1194 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in BKLN as recently as Q4 2024.

Independent Advisor Alliance first reported a position in BKLN in Q1 2017 and has held it in 4 quarters since. The position peaked at $4.26M in Q1 2017. 501 funds tracked by Wall St. Rank hold BKLN as of Q1 2026.

  • Independent Advisor Alliance held 20,092 shares of Invesco Senior Loan ETF worth $410K as of Q1 2026.
  • Invesco Senior Loan ETF was a new Independent Advisor Alliance position in Q1 2026.
  • Invesco Senior Loan ETF made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1194 holding.
  • Independent Advisor Alliance first reported a position in Invesco Senior Loan ETF in Q1 2017 and has held it in 4 quarters since.
  • Independent Advisor Alliance's Invesco Senior Loan ETF position peaked at $4.26M in Q1 2017.
  • 501 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.