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Ironwood Wealth Management (Arizona)’s Invesco Senior Loan ETF BKLN Stock Holding History

Ironwood Wealth Management (Arizona)’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 		$51.4K Sell
2,521
-1,338
-35% -$27.4K 0.01% 46
2026
Q1 		$78.8K Hold
3,859
– – 0.02% 37
2025
Q4 		$81K Hold
3,859
– – 0.02% 36
2025
Q3 		$80.8K Buy
3,859
+48
+1% +$1K 0.03% 35
2025
Q2 		$79.7K Buy
3,811
+2,774
+268% +$57.6K 0.03% 36
2025
Q1 		$21.5K Hold
1,037
– – 0.01% 39
2024
Q4 		$21.9K Buy
1,037
+11
+1% +$232 0.01% 40
2024
Q3 		$21.6K Hold
1,026
– – 0.01% 41
2024
Q2 		$21.6K Sell
1,026
-3,280
-76% -$69.3K 0.01% 40
2024
Q1 		$91.1K Sell
4,306
-6,503
-60% -$137K 0.03% 37
2023
Q4 		$229K Buy
10,809
+1,404
+15% +$29.4K 0.08% 33
2023
Q3 		$197K Sell
9,405
-5,972
-39% -$126K 0.08% 35
2023
Q2 		$324K Buy
15,377
+529
+4% +$11K 0.12% 30
2023
Q1 		$309K Sell
14,848
-40
-0.3% -$837 0.12% 31
2022
Q4 		$306K Buy
14,888
+12,594
+549% +$261K 0.13% 32
2022
Q3 		$46K Hold
2,294
– – 0.02% 43
2022
Q2 		$46K Sell
2,294
-207
-8% -$4.39K 0.02% 43
2022
Q1 		$54K Buy
2,501
+12
+0.5% +$262 0.02% 41
2021
Q4 		$55K Hold
2,489
– – 0.02% 38
2021
Q3 		$55K Hold
2,489
– – 0.03% 38
2021
Q2 		$55K Buy
2,489
+6
+0.2% +$133 0.03% 38
2021
Q1 		$55K Sell
2,483
-24
-1% -$535 0.04% 36
2020
Q4 		$56K Sell
2,507
-536
-18% -$11.8K 0.03% 36
2020
Q3 		$65K Hold
3,043
– – 0.05% 27
2020
Q2 		$65K Buy
3,043
+3,034
+33,711% +$64.2K 0.05% 27
2020
Q1 		$0 Buy
+9
New +$196 ﹤0.01% 51

Other funds holding BKLN

OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
IWMWV
Ironwood Wealth Management (West Virginia) Hurricane, West Virginia $237M AUM 14.63% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Ironwood Wealth Management (Arizona)'s BKLN Position: Q2 2026 in Review

Ironwood Wealth Management (Arizona) reduced its Invesco Senior Loan ETF (BKLN) stake by 35% in Q2 2026, selling an estimated $27.4K and leaving 2,521 shares worth $51.4K. The position accounts for 0.01% of the portfolio, ranked #46.

Ironwood Wealth Management (Arizona) first reported a position in BKLN in Q1 2020 and has held it in 26 quarters since. The position peaked at $324K in Q2 2023. 232 funds tracked by Wall St. Rank hold BKLN as of Q2 2026.

  • Ironwood Wealth Management (Arizona) held 2,521 shares of Invesco Senior Loan ETF worth $51.4K as of Q2 2026.
  • Ironwood Wealth Management (Arizona) sold 1,338 Invesco Senior Loan ETF shares in Q2 2026, an estimated $27.4K.
  • Invesco Senior Loan ETF made up 0.01% of Ironwood Wealth Management (Arizona)'s portfolio in Q2 2026, its #46 holding.
  • Ironwood Wealth Management (Arizona) first reported a position in Invesco Senior Loan ETF in Q1 2020 and has held it in 26 quarters since.
  • Ironwood Wealth Management (Arizona)'s Invesco Senior Loan ETF position peaked at $324K in Q2 2023.
  • 232 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2026.

Based on Ironwood Wealth Management (Arizona)'s 13F filing for Q2 2026, filed 30 Jul 2026.