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Kingswood Wealth Advisors’s Invesco Senior Loan ETF BKLN Stock Holding History

Kingswood Wealth Advisors’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 		– Sell
-9,967
Closed -$203K – 1008
2026
Q1 		$203K Buy
+9,967
New +$206K 0.01% 881
2025
Q1 		– Sell
-24,650
Closed -$519K – 735
2024
Q4 		$519K Buy
+24,650
New +$520K 0.04% 427
2024
Q3 		– Sell
-50,195
Closed -$1.06M – 672
2024
Q2 		$1.06M Buy
+50,195
New +$1.06M 0.1% 223
2024
Q1 		– Sell
-30,582
Closed -$648K – 625
2023
Q4 		$648K Buy
+30,582
New +$641K 0.07% 287

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

Kingswood Wealth Advisors's BKLN Position: Q2 2026 in Review

Kingswood Wealth Advisors sold out of Invesco Senior Loan ETF (BKLN) in Q2 2026, closing a stake of 9,967 shares — an estimated $203K sold.

Kingswood Wealth Advisors first reported a position in BKLN in Q4 2023 and held it in 4 quarters. The position peaked at $1.06M in Q2 2024. 504 funds tracked by Wall St. Rank hold BKLN as of Q2 2026.

  • Kingswood Wealth Advisors reported no remaining Invesco Senior Loan ETF position as of Q2 2026 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 9,967 Invesco Senior Loan ETF shares in Q2 2026, an estimated $203K.
  • Kingswood Wealth Advisors first reported a position in Invesco Senior Loan ETF in Q4 2023 and held it in 4 quarters.
  • Kingswood Wealth Advisors's Invesco Senior Loan ETF position peaked at $1.06M in Q2 2024.
  • 504 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.