LGT Financial Advisors’s Invesco Senior Loan ETF BKLN Stock Holding History

LGT Financial Advisors’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	$86.3K	Buy	4,230 +171	+4%	+$3.53K	0.44%	39
2025 Q4	$85.2K	Hold	4,059	–	–	0.52%	40
2025 Q3	$85K	Buy	4,059 +3,926	+2,952%	+$82.2K	0.18%	93
2025 Q2	$2.78K	Buy	+133	New	+$2.76K	0.01%	343

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

LGT Financial Advisors's BKLN Position: Q1 2026 in Review

LGT Financial Advisors increased its Invesco Senior Loan ETF (BKLN) stake by 4.2% in Q1 2026, buying an estimated $3.53K and bringing the position to 4,230 shares worth $86.3K. The position accounts for 0.44% of the portfolio, ranked #39.

LGT Financial Advisors first reported a position in BKLN in Q2 2025 and has held it in 4 quarters since. 501 funds tracked by Wall St. Rank hold BKLN as of Q1 2026.

LGT Financial Advisors held 4,230 shares of Invesco Senior Loan ETF worth $86.3K as of Q1 2026.
LGT Financial Advisors bought 171 Invesco Senior Loan ETF shares in Q1 2026, an estimated $3.53K.
Invesco Senior Loan ETF made up 0.44% of LGT Financial Advisors's portfolio in Q1 2026, its #39 holding.
LGT Financial Advisors first reported a position in Invesco Senior Loan ETF in Q2 2025 and has held it in 4 quarters since.
501 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q1 2026.

Based on LGT Financial Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.