Jefferies Financial Group
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
Q3 		– Sell
-22,100
Closed -$450K – 1344
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

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AssetMark Inc
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CIBC Asset Management
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Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return
Ironwood Wealth Management (West Virginia)
Ironwood Wealth Management (West Virginia) Hurricane, West Virginia $237M AUM 9.78% 1-Year Est. Return
New York Life Investment Management
New York Life Investment Management New York $14.5B AUM 27.92% 1-Year Est. Return
Wellington Group
Wellington Group Indianapolis, Indiana $417M AUM 20.52% 1-Year Est. Return

Jefferies Financial Group's BKLN Position: Q3 2026 in Review

Jefferies Financial Group sold out of Invesco Senior Loan ETF (BKLN) in Q3 2026, closing a stake of 22,100 shares — an estimated $450K sold.

Jefferies Financial Group first reported a position in BKLN in Q1 2023 and held it in 3 quarters. The position peaked at $4.21M in Q4 2024. 266 funds tracked by Wall St. Rank hold BKLN as of Q3 2026.

  • Jefferies Financial Group reported no remaining Invesco Senior Loan ETF position as of Q3 2026 after selling out during the quarter.
  • Jefferies Financial Group sold 22,100 Invesco Senior Loan ETF shares in Q3 2026, an estimated $450K.
  • Jefferies Financial Group first reported a position in Invesco Senior Loan ETF in Q1 2023 and held it in 3 quarters.
  • Jefferies Financial Group's Invesco Senior Loan ETF position peaked at $4.21M in Q4 2024.
  • 266 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q3 2026.

Based on Jefferies Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.