Insigneo Advisory Services’s Invesco Senior Loan ETF BKLN Stock Holding History

Insigneo Advisory Services’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	$740K	Sell	36,267 -258	-0.7%	-$5.33K	0.05%	270
2025 Q4	$767K	Buy	36,525 +18,025	+97%	+$377K	0.06%	265
2025 Q3	$387K	Buy	18,500 +6,000	+48%	+$126K	0.03%	441
2025 Q2	$262K	Hold	12,500	–	–	0.02%	490
2025 Q1	$259K	Buy	+12,500	New	+$262K	0.03%	452

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

Insigneo Advisory Services's BKLN Position: Q1 2026 in Review

Insigneo Advisory Services reduced its Invesco Senior Loan ETF (BKLN) stake by 0.71% in Q1 2026, selling an estimated $5.33K and leaving 36,267 shares worth $740K. The position accounts for 0.05% of the portfolio, ranked #270.

Insigneo Advisory Services first reported a position in BKLN in Q1 2025 and has held it in 5 quarters since. The position peaked at $767K in Q4 2025. 501 funds tracked by Wall St. Rank hold BKLN as of Q1 2026.

Insigneo Advisory Services held 36,267 shares of Invesco Senior Loan ETF worth $740K as of Q1 2026.
Insigneo Advisory Services sold 258 Invesco Senior Loan ETF shares in Q1 2026, an estimated $5.33K.
Invesco Senior Loan ETF made up 0.05% of Insigneo Advisory Services's portfolio in Q1 2026, its #270 holding.
Insigneo Advisory Services first reported a position in Invesco Senior Loan ETF in Q1 2025 and has held it in 5 quarters since.
Insigneo Advisory Services's Invesco Senior Loan ETF position peaked at $767K in Q4 2025.
501 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.