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Lindbrook Capital’s Invesco Senior Loan ETF BKLN Stock Holding History

Lindbrook Capital’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
2025
Q1 		$316K Buy
15,259
+5,703
+60% +$120K 0.03% 302
2024
Q4 		$201K Buy
9,556
+1,186
+14% +$25K 0.02% 386
2024
Q3 		$176K Buy
8,370
+1,176
+16% +$24.7K 0.02% 418
2024
Q2 		$151K Buy
+7,194
New +$152K 0.01% 418

Other funds holding BKLN

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
IMCOOI
Investment Management Corp of Ontario (IMCO) Toronto, Canada $7.76B AUM 99.29% 1-Year Est. Return

Lindbrook Capital's BKLN Position: Q1 2025 in Review

Lindbrook Capital increased its Invesco Senior Loan ETF (BKLN) stake by 60% in Q1 2025, buying an estimated $120K and bringing the position to 15,259 shares worth $316K. The position accounts for 0.03% of the portfolio, ranked #302.

Lindbrook Capital first reported a position in BKLN in Q2 2024 and has held it in 4 quarters since. 540 funds tracked by Wall St. Rank hold BKLN as of Q1 2025.

  • Lindbrook Capital held 15,259 shares of Invesco Senior Loan ETF worth $316K as of Q1 2025.
  • Lindbrook Capital bought 5,703 Invesco Senior Loan ETF shares in Q1 2025, an estimated $120K.
  • Invesco Senior Loan ETF made up 0.03% of Lindbrook Capital's portfolio in Q1 2025, its #302 holding.
  • Lindbrook Capital first reported a position in Invesco Senior Loan ETF in Q2 2024 and has held it in 4 quarters since.
  • 540 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.