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 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 $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

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

Left Brain Wealth Management's BKLN Position: Q1 2026 in Review

Left Brain Wealth Management increased its Invesco Senior Loan ETF (BKLN) stake by 12% in Q1 2026, buying an estimated $170K and bringing the position to 74,214 shares worth $1.51M. The position accounts for 0.59% of the portfolio, ranked #43.

Left Brain Wealth Management first reported a position in BKLN in Q2 2023 and has held it in 12 quarters since. 501 funds tracked by Wall St. Rank hold BKLN as of Q1 2026.

Left Brain Wealth Management held 74,214 shares of Invesco Senior Loan ETF worth $1.51M as of Q1 2026.
Left Brain Wealth Management bought 8,208 Invesco Senior Loan ETF shares in Q1 2026, an estimated $170K.
Invesco Senior Loan ETF made up 0.59% of Left Brain Wealth Management's portfolio in Q1 2026, its #43 holding.
Left Brain Wealth Management first reported a position in Invesco Senior Loan ETF in Q2 2023 and has held it in 12 quarters since.
501 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q1 2026.

Based on Left Brain Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.