Left Brain Wealth Management
BKLN icon

Left Brain Wealth Management’s Invesco Senior Loan ETF BKLN Stock Holding History

Left Brain 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
Q3 		$1.31M Buy
64,228
+942
+1% +$19.3K 0.41% 44
2026
Q2 		$1.29M Sell
63,286
-10,928
-15% -$224K 0.39% 45
2026
Q1 		$1.51M Buy
74,214
+8,208
+12% +$170K 0.59% 43
2025
Q4 		$1.39M Buy
66,006
+2,010
+3% +$42K 0.48% 40
2025
Q3 		$1.34M Buy
63,996
+2,114
+3% +$44.3K 0.42% 44
2025
Q2 		$1.29M Buy
61,882
+2,815
+5% +$58.4K 0.46% 41
2025
Q1 		$1.22M Buy
59,067
+9,995
+20% +$210K 0.53% 43
2024
Q4 		$1.03M Buy
49,072
+9,436
+24% +$199K 0.39% 47
2024
Q3 		$833K Buy
39,636
+3,725
+10% +$78.3K 0.39% 49
2024
Q2 		$756K Buy
35,911
+5,381
+18% +$114K 0.35% 49
2024
Q1 		$646K Buy
30,530
+704
+2% +$14.9K 0.31% 54
2023
Q4 		$632K Buy
29,826
+18,921
+174% +$397K 0.37% 55
2023
Q3 		$229K Buy
10,905
+845
+8% +$17.8K 0.14% 74
2023
Q2 		$212K Buy
+10,060
New +$210K 0.13% 76

Other funds holding BKLN

Ocean Park Asset Management
Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return
Ironwood Wealth Management (West Virginia)
Ironwood Wealth Management (West Virginia) Hurricane, West Virginia $237M AUM 9.78% 1-Year Est. Return
New York Life Investment Management
New York Life Investment Management New York $14.5B AUM 27.92% 1-Year Est. Return
Wellington Group
Wellington Group Indianapolis, Indiana $417M AUM 20.52% 1-Year Est. Return

Left Brain Wealth Management's BKLN Position: Q3 2026 in Review

Left Brain Wealth Management increased its Invesco Senior Loan ETF (BKLN) stake by 1.5% in Q3 2026, buying an estimated $19.3K and bringing the position to 64,228 shares worth $1.31M. The position accounts for 0.41% of the portfolio, ranked #44.

Left Brain Wealth Management first reported a position in BKLN in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.51M in Q1 2026. 266 funds tracked by Wall St. Rank hold BKLN as of Q3 2026.

  • Left Brain Wealth Management held 64,228 shares of Invesco Senior Loan ETF worth $1.31M as of Q3 2026.
  • Left Brain Wealth Management bought 942 Invesco Senior Loan ETF shares in Q3 2026, an estimated $19.3K.
  • Invesco Senior Loan ETF made up 0.41% of Left Brain Wealth Management's portfolio in Q3 2026, its #44 holding.
  • Left Brain Wealth Management first reported a position in Invesco Senior Loan ETF in Q2 2023 and has held it in 14 quarters since.
  • Left Brain Wealth Management's Invesco Senior Loan ETF position peaked at $1.51M in Q1 2026.
  • 266 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q3 2026.

Based on Left Brain Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.