IWN
BKLN icon

Independent Wealth Network’s Invesco Senior Loan ETF BKLN Stock Holding History

Independent Wealth Network’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 		– Sell
-78,747
Closed -$1.65M – 308
2025
Q4 		$1.65M Buy
78,747
+5,317
+7% +$111K 0.51% 45
2025
Q3 		$1.54M Buy
73,430
+11,181
+18% +$234K 0.49% 48
2025
Q2 		$1.3M Buy
62,249
+3,889
+7% +$80.7K 0.47% 51
2025
Q1 		$1.21M Buy
58,360
+36
+0.1% +$755 0.48% 51
2024
Q4 		$1.23M Buy
58,324
+11,597
+25% +$245K 0.5% 49
2024
Q3 		$982K Buy
46,727
+1,601
+4% +$33.6K 0.43% 59
2024
Q2 		$949K Buy
45,126
+300
+0.7% +$6.33K 0.44% 58
2024
Q1 		$948K Buy
44,826
+798
+2% +$16.9K 0.44% 54
2023
Q4 		$933K Buy
44,028
+1,055
+2% +$22.1K 0.49% 48
2023
Q3 		$902K Buy
42,973
+869
+2% +$18.3K 0.55% 45
2023
Q2 		$886K Buy
42,104
+4,872
+13% +$102K 0.53% 44
2023
Q1 		$774K Sell
37,232
-753
-2% -$15.8K 0.5% 46
2022
Q4 		$780K Sell
37,985
-208
-0.5% -$4.31K 0.53% 40
2022
Q3 		$771K Buy
38,193
+1,370
+4% +$28.6K 0.6% 37
2022
Q2 		$746K Buy
36,823
+239
+0.7% +$5.06K 0.54% 42
2022
Q1 		$796K Buy
36,584
+604
+2% +$13.2K 0.51% 46
2021
Q4 		$795K Buy
35,980
+283
+0.8% +$6.25K 0.49% 49
2021
Q3 		$790K Buy
+35,697
New +$789K 0.52% 50

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 Wealth Network's BKLN Position: Q1 2026 in Review

Independent Wealth Network sold out of Invesco Senior Loan ETF (BKLN) in Q1 2026, closing a stake of 78,747 shares — an estimated $1.65M sold.

Independent Wealth Network first reported a position in BKLN in Q3 2021 and held it in 18 quarters. The position peaked at $1.65M in Q4 2025. 501 funds tracked by Wall St. Rank hold BKLN as of Q1 2026.

  • Independent Wealth Network reported no remaining Invesco Senior Loan ETF position as of Q1 2026 after selling out during the quarter.
  • Independent Wealth Network sold 78,747 Invesco Senior Loan ETF shares in Q1 2026, an estimated $1.65M.
  • Independent Wealth Network first reported a position in Invesco Senior Loan ETF in Q3 2021 and held it in 18 quarters.
  • Independent Wealth Network's Invesco Senior Loan ETF position peaked at $1.65M in Q4 2025.
  • 501 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q1 2026.

Based on Independent Wealth Network's 13F filing for Q1 2026, filed 21 Apr 2026.