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Lake Hills Wealth Management’s Invesco Senior Loan ETF BKLN Stock Holding History

Lake Hills Wealth Management’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 		$1.61M Buy
+79,144
New +$1.62M 0.73% 31
2022
Q1 		– Sell
-155,984
Closed -$3.45M – 42
2021
Q4 		$3.45M Buy
+155,984
New +$3.44M 2.44% 14

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

Lake Hills Wealth Management's BKLN Position: Q2 2026 in Review

Lake Hills Wealth Management opened a new position in Invesco Senior Loan ETF (BKLN) in Q2 2026: 79,144 shares worth $1.61M. The stake represents 0.73% of the portfolio and ranks #31 among its holdings. This is a return to the name: Lake Hills Wealth Management previously reported a position in BKLN as recently as Q4 2021.

Lake Hills Wealth Management first reported a position in BKLN in Q4 2021 and has held it in 2 quarters since. The position peaked at $3.45M in Q4 2021. 504 funds tracked by Wall St. Rank hold BKLN as of Q2 2026.

  • Lake Hills Wealth Management held 79,144 shares of Invesco Senior Loan ETF worth $1.61M as of Q2 2026.
  • Invesco Senior Loan ETF was a new Lake Hills Wealth Management position in Q2 2026.
  • Invesco Senior Loan ETF made up 0.73% of Lake Hills Wealth Management's portfolio in Q2 2026, its #31 holding.
  • Lake Hills Wealth Management first reported a position in Invesco Senior Loan ETF in Q4 2021 and has held it in 2 quarters since.
  • Lake Hills Wealth Management's Invesco Senior Loan ETF position peaked at $3.45M in Q4 2021.
  • 504 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2026.

Based on Lake Hills Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.