Larson Financial Group’s Invesco Senior Loan ETF BKLN Stock Holding History

Larson Financial Group’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	$20.4K	Hold	1,001	–	–	﹤0.01%	2002
2026 Q1	$20.4K	Hold	1,001	–	–	﹤0.01%	1833
2025 Q4	$21K	Sell	1,001 -250	-20%	-$5.23K	﹤0.01%	1694
2025 Q3	$26.2K	Buy	1,251 +130	+12%	+$2.72K	﹤0.01%	1486
2025 Q2	$23.4K	Buy	1,121 +121	+12%	+$2.51K	﹤0.01%	1407
2025 Q1	$20.7K	Buy	1,000 +102	+11%	+$2.14K	﹤0.01%	1351
2024 Q4	$18.9K	Buy	898 +700	+354%	+$14.8K	﹤0.01%	1238
2024 Q3	$4.16K	Buy	198 +112	+130%	+$2.35K	﹤0.01%	1705
2024 Q2	$1.81K	Buy	+86	New	+$1.82K	﹤0.01%	1605

Other funds holding BKLN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

BNP Paribas Paris, France $3.69B AUM 33.87% 1-Year Est. Return

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 Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

Larson Financial Group's BKLN Position: Q2 2026 in Review

Larson Financial Group held its Invesco Senior Loan ETF (BKLN) position steady in Q2 2026 at 1,001 shares worth $20.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2002.

Larson Financial Group first reported a position in BKLN in Q2 2024 and has held it in 9 quarters since. The position peaked at $26.2K in Q3 2025. 503 funds tracked by Wall St. Rank hold BKLN as of Q2 2026.

Larson Financial Group held 1,001 shares of Invesco Senior Loan ETF worth $20.4K as of Q2 2026.
Larson Financial Group left its Invesco Senior Loan ETF share count unchanged in Q2 2026.
Invesco Senior Loan ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2002 holding.
Larson Financial Group first reported a position in Invesco Senior Loan ETF in Q2 2024 and has held it in 9 quarters since.
Larson Financial Group's Invesco Senior Loan ETF position peaked at $26.2K in Q3 2025.
503 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.