Kovitz Investment Group Partners
BKLN icon

Kovitz Investment Group Partners’s Invesco Senior Loan ETF BKLN Stock Holding History

Kovitz Investment Group Partners’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 		$1.4M Sell
68,699
-73,423
-52% -$1.52M 0.03% 273
2025
Q4 		$2.98M Buy
142,122
+6,745
+5% +$141K 0.07% 190
2025
Q3 		$2.83M Buy
135,377
+5,831
+5% +$122K 0.01% 570
2025
Q2 		$2.71M Sell
129,546
-220,595
-63% -$4.58M 0.01% 566
2025
Q1 		$7.25M Sell
350,141
-276,721
-44% -$5.8M 0.04% 333
2024
Q4 		$13.2M Sell
626,862
-3,085
-0.5% -$65.1K 0.06% 220
2024
Q3 		$13.2M Sell
629,947
-784,620
-55% -$16.5M 0.09% 185
2024
Q2 		$29.8M Buy
1,414,567
+1,395,200
+7,204% +$29.5M 0.25% 68
2024
Q1 		$410K Sell
19,367
-1,094
-5% -$23.1K 0.01% 538
2023
Q4 		$433K Sell
20,461
-549
-3% -$11.5K 0.01% 340
2023
Q3 		$441K Sell
21,010
-9,814
-32% -$207K 0.01% 337
2023
Q2 		$649K Sell
30,824
-542
-2% -$11.3K 0.01% 325
2023
Q1 		$652K Sell
31,366
-4,290
-12% -$89.8K 0.01% 321
2022
Q4 		$732K Sell
35,656
-3,194
-8% -$66.2K 0.01% 312
2022
Q3 		$784K Sell
38,850
-348
-0.9% -$7.26K 0.02% 296
2022
Q2 		$795K Sell
39,198
-600
-2% -$12.7K 0.02% 304
2022
Q1 		$866K Sell
39,798
-3,542
-8% -$77.4K 0.02% 301
2021
Q4 		$966K Buy
43,340
+3,345
+8% +$73.8K 0.02% 281
2021
Q3 		$884K Sell
39,995
-754
-2% -$16.7K 0.02% 309
2021
Q2 		$903K Sell
40,749
-2,442
-6% -$54.2K 0.02% 308
2021
Q1 		$956K Sell
43,191
-148
-0.3% -$3.3K 0.02% 286
2020
Q4 		$966K Sell
43,339
-537
-1% -$11.8K 0.02% 276
2020
Q3 		$954K Sell
43,876
-1,405
-3% -$30.5K 0.03% 259
2020
Q2 		$967K Buy
+45,281
New +$958K 0.03% 249
2020
Q1 		– Sell
-49,647
Closed -$1.13M – 363
2019
Q4 		$1.13M Sell
49,647
-473
-0.9% -$10.7K 0.03% 253
2019
Q3 		$1.13M Sell
50,120
-5,631
-10% -$128K 0.04% 248
2019
Q2 		$1.26M Sell
55,751
-33,728
-38% -$769K 0.04% 246
2019
Q1 		$2.03M Sell
89,479
-1,707
-2% -$38.6K 0.06% 192
2018
Q4 		$1.99M Buy
+91,186
New +$2.08M 0.08% 150

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

Kovitz Investment Group Partners's BKLN Position: Q1 2026 in Review

Kovitz Investment Group Partners reduced its Invesco Senior Loan ETF (BKLN) stake by 52% in Q1 2026, selling an estimated $1.52M and leaving 68,699 shares worth $1.4M. The position accounts for 0.03% of the portfolio, ranked #273.

Kovitz Investment Group Partners first reported a position in BKLN in Q4 2018 and has held it in 29 quarters since. The position peaked at $29.8M in Q2 2024. 501 funds tracked by Wall St. Rank hold BKLN as of Q1 2026.

  • Kovitz Investment Group Partners held 68,699 shares of Invesco Senior Loan ETF worth $1.4M as of Q1 2026.
  • Kovitz Investment Group Partners sold 73,423 Invesco Senior Loan ETF shares in Q1 2026, an estimated $1.52M.
  • Invesco Senior Loan ETF made up 0.03% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #273 holding.
  • Kovitz Investment Group Partners first reported a position in Invesco Senior Loan ETF in Q4 2018 and has held it in 29 quarters since.
  • Kovitz Investment Group Partners's Invesco Senior Loan ETF position peaked at $29.8M in Q2 2024.
  • 501 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.