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Independent Financial Group’s Invesco Senior Loan ETF BKLN Stock Holding History

Independent Financial Group’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 		$1.78M Buy
87,552
+3,590
+4% +$73.6K 0.03% 482
2026
Q1 		$1.71M Sell
83,962
-20,407
-20% -$421K 0.04% 437
2025
Q4 		$2.19M Sell
104,369
-1,325
-1% -$27.7K 0.05% 365
2025
Q3 		$2.21M Buy
105,694
+13,158
+14% +$276K 0.05% 353
2025
Q2 		$1.94M Buy
92,536
+7,350
+9% +$153K 0.05% 347
2025
Q1 		$1.76M Buy
85,186
+18,853
+28% +$395K 0.06% 310
2024
Q4 		$1.4M Buy
66,333
+3,853
+6% +$81.3K 0.05% 389
2024
Q3 		$1.31M Buy
62,480
+4,653
+8% +$97.8K 0.05% 368
2024
Q2 		$1.22M Buy
57,827
+23,521
+69% +$497K 0.05% 347
2024
Q1 		$726K Buy
34,306
+1,570
+5% +$33.2K 0.03% 472
2023
Q4 		$693K Buy
32,736
+10,114
+45% +$212K 0.04% 463
2023
Q3 		$475K Buy
22,622
+830
+4% +$17.5K 0.03% 502
2023
Q2 		$459K Buy
21,792
+1,393
+7% +$29K 0.03% 496
2023
Q1 		$424K Buy
20,399
+210
+1% +$4.4K 0.03% 498
2022
Q4 		$414K Hold
20,189
– – 0.04% 469
2022
Q3 		$408K Sell
20,189
-500
-2% -$10.4K 0.04% 452
2022
Q2 		$419K Sell
20,689
-220,723
-91% -$4.68M 0.04% 422
2022
Q1 		$5.26M Buy
241,412
+228,770
+1,810% +$5M 0.43% 33
2021
Q4 		$279K Buy
12,642
+1,305
+12% +$28.8K 0.02% 625
2021
Q3 		$251K Sell
11,337
-5,603
-33% -$124K 0.03% 590
2021
Q2 		$375K Buy
16,940
+3,371
+25% +$74.8K 0.04% 458
2021
Q1 		$300K Buy
+13,569
New +$302K 0.04% 468
2020
Q4 		– Sell
-12,135
Closed -$264K – 572
2020
Q3 		$264K Buy
12,135
+1,035
+9% +$22.5K 0.05% 377
2020
Q2 		$237K Buy
+11,100
New +$235K 0.05% 374

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

Independent Financial Group's BKLN Position: Q2 2026 in Review

Independent Financial Group increased its Invesco Senior Loan ETF (BKLN) stake by 4.3% in Q2 2026, buying an estimated $73.6K and bringing the position to 87,552 shares worth $1.78M. The position accounts for 0.03% of the portfolio, ranked #482.

Independent Financial Group first reported a position in BKLN in Q2 2020 and has held it in 24 quarters since. The position peaked at $5.26M in Q1 2022. 503 funds tracked by Wall St. Rank hold BKLN as of Q2 2026.

  • Independent Financial Group held 87,552 shares of Invesco Senior Loan ETF worth $1.78M as of Q2 2026.
  • Independent Financial Group bought 3,590 Invesco Senior Loan ETF shares in Q2 2026, an estimated $73.6K.
  • Invesco Senior Loan ETF made up 0.03% of Independent Financial Group's portfolio in Q2 2026, its #482 holding.
  • Independent Financial Group first reported a position in Invesco Senior Loan ETF in Q2 2020 and has held it in 24 quarters since.
  • Independent Financial Group's Invesco Senior Loan ETF position peaked at $5.26M in Q1 2022.
  • 503 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.