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Key Financial Inc’s Invesco Senior Loan ETF BKLN Stock Holding History

Key Financial Inc’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 		$5K Hold
245
– – ﹤0.01% 1033
2025
Q4 		$5.14K Sell
245
-89
-27% -$1.86K ﹤0.01% 1028
2025
Q3 		$6.99K Hold
334
– – ﹤0.01% 965
2025
Q2 		$6.99K Buy
+334
New +$6.93K ﹤0.01% 955

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

Key Financial Inc's BKLN Position: Q1 2026 in Review

Key Financial Inc held its Invesco Senior Loan ETF (BKLN) position steady in Q1 2026 at 245 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1033.

Key Financial Inc first reported a position in BKLN in Q2 2025 and has held it in 4 quarters since. The position peaked at $6.99K in Q2 2025. 501 funds tracked by Wall St. Rank hold BKLN as of Q1 2026.

  • Key Financial Inc held 245 shares of Invesco Senior Loan ETF worth $5K as of Q1 2026.
  • Key Financial Inc left its Invesco Senior Loan ETF share count unchanged in Q1 2026.
  • Invesco Senior Loan ETF made up ﹤0.01% of Key Financial Inc's portfolio in Q1 2026, its #1033 holding.
  • Key Financial Inc first reported a position in Invesco Senior Loan ETF in Q2 2025 and has held it in 4 quarters since.
  • Key Financial Inc's Invesco Senior Loan ETF position peaked at $6.99K in Q2 2025.
  • 501 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.