JSW
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Journey Strategic Wealth’s Invesco Senior Loan ETF BKLN Stock Holding History

Journey Strategic Wealth’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
Q1 		$203K Buy
+9,925
New +$205K 0.01% 768
2025
Q1 		– Sell
-16,096
Closed -$339K – 508
2024
Q4 		$339K Buy
+16,096
New +$339K 0.01% 305

Other funds holding BKLN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IMCOOI
Investment Management Corp of Ontario (IMCO) Toronto, Canada $7.76B AUM 99.29% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Journey Strategic Wealth's BKLN Position: Q1 2026 in Review

Journey Strategic Wealth opened a new position in Invesco Senior Loan ETF (BKLN) in Q1 2026: 9,925 shares worth $203K. The stake represents 0.01% of the portfolio and ranks #768 among its holdings. This is a return to the name: Journey Strategic Wealth previously reported a position in BKLN as recently as Q4 2024.

Journey Strategic Wealth first reported a position in BKLN in Q4 2024 and has held it in 2 quarters since. The position peaked at $339K in Q4 2024. 501 funds tracked by Wall St. Rank hold BKLN as of Q1 2026.

  • Journey Strategic Wealth held 9,925 shares of Invesco Senior Loan ETF worth $203K as of Q1 2026.
  • Invesco Senior Loan ETF was a new Journey Strategic Wealth position in Q1 2026.
  • Invesco Senior Loan ETF made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #768 holding.
  • Journey Strategic Wealth first reported a position in Invesco Senior Loan ETF in Q4 2024 and has held it in 2 quarters since.
  • Journey Strategic Wealth's Invesco Senior Loan ETF position peaked at $339K in Q4 2024.
  • 501 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.