Institute for Wealth Management’s Invesco Senior Loan ETF BKLN Stock Holding History

Institute for Wealth Management’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	$21.3K	Buy	+1,045	New	+$21.4K	﹤0.01%	1113

Other funds holding BKLN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

SCM

Shenkman Capital Management New York $721M AUM 0.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Winton Group London, United Kingdom $3.09B AUM 40.4% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Institute for Wealth Management's BKLN Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Invesco Senior Loan ETF (BKLN) in Q2 2026: 1,045 shares worth $21.3K. The stake represents ﹤0.01% of the portfolio and ranks #1113 among its holdings.

298 funds tracked by Wall St. Rank hold BKLN as of Q2 2026.

Institute for Wealth Management held 1,045 shares of Invesco Senior Loan ETF worth $21.3K as of Q2 2026.
Invesco Senior Loan ETF was a new Institute for Wealth Management position in Q2 2026.
Invesco Senior Loan ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1113 holding.
298 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.