Jackson Grant Investment Advisers’s Invesco Senior Loan ETF BKLN Stock Holding History

Jackson Grant Investment Advisers’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	$2.16K	Buy	+106	New	+$2.17K	﹤0.01%	393

Other funds holding BKLN

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

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

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

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Jackson Grant Investment Advisers's BKLN Position: Q2 2026 in Review

Jackson Grant Investment Advisers opened a new position in Invesco Senior Loan ETF (BKLN) in Q2 2026: 106 shares worth $2.16K. The stake represents ﹤0.01% of the portfolio and ranks #393 among its holdings.

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

Jackson Grant Investment Advisers held 106 shares of Invesco Senior Loan ETF worth $2.16K as of Q2 2026.
Invesco Senior Loan ETF was a new Jackson Grant Investment Advisers position in Q2 2026.
Invesco Senior Loan ETF made up ﹤0.01% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #393 holding.
196 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.