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Insight Wealth Strategies’s Invesco Senior Loan ETF BKLN Stock Holding History

Insight Wealth Strategies’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
2025
Q4 		– Sell
-567,999
Closed -$11.9M – 173
2025
Q3 		$11.9M Sell
567,999
-314,448
-36% -$6.59M 1.4% 21
2025
Q2 		$18.5M Buy
882,447
+6,233
+0.7% +$129K 2.33% 14
2025
Q1 		$18.1M Buy
876,214
+180,370
+26% +$3.78M 2.44% 13
2024
Q4 		$14.7M Buy
+695,844
New +$14.7M 1.97% 14
2024
Q1 		– Sell
-160,465
Closed -$3.4M – 162
2023
Q4 		$3.4M Sell
160,465
-719
-0.4% -$15.1K 0.55% 30
2023
Q3 		$3.38M Sell
161,184
-13,253
-8% -$279K 0.65% 26
2023
Q2 		$3.67M Buy
174,437
+2,438
+1% +$50.8K 0.7% 25
2023
Q1 		$3.58M Buy
+171,999
New +$3.6M 0.7% 24
2022
Q4 		– Sell
-193,046
Closed -$3.91M – 137
2022
Q3 		$3.91M Hold
193,046
– – 0.73% 21
2022
Q2 		$3.91M Sell
193,046
-9,229
-5% -$196K 0.73% 21
2022
Q1 		$4.4M Buy
+202,275
New +$4.42M 0.65% 24
2021
Q3 		– Sell
-197,335
Closed -$4.37M – 187
2021
Q2 		$4.37M Buy
197,335
+32,906
+20% +$730K 0.62% 23
2021
Q1 		$3.64M Buy
164,429
+153,286
+1,376% +$3.42M 0.49% 30
2020
Q4 		$248K Sell
11,143
-150,844
-93% -$3.31M 0.04% 194
2020
Q3 		$3.52M Buy
161,987
+152,137
+1,545% +$3.31M 0.65% 24
2020
Q2 		$210K Buy
+9,850
New +$208K 0.05% 162
2020
Q1 		– Sell
-119,002
Closed -$2.72M – 158
2019
Q4 		$2.72M Buy
119,002
+105,396
+775% +$2.38M 0.58% 27
2019
Q3 		$307K Sell
13,606
-1,969
-13% -$44.7K 0.07% 149
2019
Q2 		$353K Buy
15,575
+132
+0.9% +$3.01K 0.09% 128
2019
Q1 		$350K Buy
15,443
+125
+0.8% +$2.82K 0.1% 116
2018
Q4 		$334K Buy
+15,318
New +$349K 0.1% 112

Other funds holding BKLN

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IMCOOI
Investment Management Corp of Ontario (IMCO) Toronto, Canada $7.76B AUM 99.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BCC
Bain Capital Credit Boston, Massachusetts $303M AUM 15.47% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

Insight Wealth Strategies's BKLN Position: Q4 2025 in Review

Insight Wealth Strategies sold out of Invesco Senior Loan ETF (BKLN) in Q4 2025, closing a stake of 567,999 shares — an estimated $11.9M sold.

Insight Wealth Strategies first reported a position in BKLN in Q4 2018 and held it in 21 quarters. The position peaked at $18.5M in Q2 2025. 506 funds tracked by Wall St. Rank hold BKLN as of Q4 2025.

  • Insight Wealth Strategies reported no remaining Invesco Senior Loan ETF position as of Q4 2025 after selling out during the quarter.
  • Insight Wealth Strategies sold 567,999 Invesco Senior Loan ETF shares in Q4 2025, an estimated $11.9M.
  • Insight Wealth Strategies first reported a position in Invesco Senior Loan ETF in Q4 2018 and held it in 21 quarters.
  • Insight Wealth Strategies's Invesco Senior Loan ETF position peaked at $18.5M in Q2 2025.
  • 506 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q4 2025.

Based on Insight Wealth Strategies's 13F filing for Q4 2025, filed 2 Jan 2026.