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 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

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

Left Brain Wealth Management's BKLN Position: Q2 2026 in Review

Left Brain Wealth Management reduced its Invesco Senior Loan ETF (BKLN) stake by 15% in Q2 2026, selling an estimated $224K and leaving 63,286 shares worth $1.29M. The position accounts for 0.39% of the portfolio, ranked #45.

Left Brain Wealth Management first reported a position in BKLN in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.51M in Q1 2026. 504 funds tracked by Wall St. Rank hold BKLN as of Q2 2026.

Left Brain Wealth Management held 63,286 shares of Invesco Senior Loan ETF worth $1.29M as of Q2 2026.
Left Brain Wealth Management sold 10,928 Invesco Senior Loan ETF shares in Q2 2026, an estimated $224K.
Invesco Senior Loan ETF made up 0.39% of Left Brain Wealth Management's portfolio in Q2 2026, its #45 holding.
Left Brain Wealth Management first reported a position in Invesco Senior Loan ETF in Q2 2023 and has held it in 13 quarters since.
Left Brain Wealth Management's Invesco Senior Loan ETF position peaked at $1.51M in Q1 2026.
504 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2026.

Based on Left Brain Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.