JFG
BKLN icon

Jefferies Financial Group’s Invesco Senior Loan ETF BKLN Stock Holding History

Jefferies Financial Group’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 		$450K Buy
+22,100
New +$453K ﹤0.01% 1274
2025
Q1 		– Sell
-200,000
Closed -$4.21M – 1640
2024
Q4 		$4.21M Buy
+200,000
New +$4.22M 0.03% 423
2023
Q2 		– Sell
-13,285
Closed -$276K – 1685
2023
Q1 		$276K Buy
+13,285
New +$278K ﹤0.01% 1255

Other funds holding BKLN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
BP
BNP Paribas Paris, France $3.69B AUM 33.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
IMCOOI
Investment Management Corp of Ontario (IMCO) Toronto, Canada $7.9B AUM 35.91% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

Jefferies Financial Group's BKLN Position: Q2 2026 in Review

Jefferies Financial Group opened a new position in Invesco Senior Loan ETF (BKLN) in Q2 2026: 22,100 shares worth $450K. The stake represents ﹤0.01% of the portfolio and ranks #1274 among its holdings. This is a return to the name: Jefferies Financial Group previously reported a position in BKLN as recently as Q4 2024.

Jefferies Financial Group first reported a position in BKLN in Q1 2023 and has held it in 3 quarters since. The position peaked at $4.21M in Q4 2024. 504 funds tracked by Wall St. Rank hold BKLN as of Q2 2026.

  • Jefferies Financial Group held 22,100 shares of Invesco Senior Loan ETF worth $450K as of Q2 2026.
  • Invesco Senior Loan ETF was a new Jefferies Financial Group position in Q2 2026.
  • Invesco Senior Loan ETF made up ﹤0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #1274 holding.
  • Jefferies Financial Group first reported a position in Invesco Senior Loan ETF in Q1 2023 and has held it in 3 quarters since.
  • Jefferies Financial Group's Invesco Senior Loan ETF position peaked at $4.21M in Q4 2024.
  • 504 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.