Loring Wolcott & Coolidge Fiduciary Advisors’s Invesco Senior Loan ETF BKLN Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2025 Q4	–	Sell	-585	Closed	-$12.2K	–	537
2025 Q3	$12.2K	Hold	585	–	–	﹤0.01%	498
2025 Q2	$12.2K	Hold	585	–	–	﹤0.01%	474
2025 Q1	$12.1K	Hold	585	–	–	﹤0.01%	474
2024 Q4	$12.3K	Hold	585	–	–	﹤0.01%	480
2024 Q3	$12.3K	Buy	+585	New	+$12.3K	﹤0.01%	488
2016 Q2	–	Sell	-1,180	Closed	-$27K	–	635
2016 Q1	$27K	Hold	1,180	–	–	﹤0.01%	459
2015 Q4	$26K	Buy	+1,180	New	+$26.9K	﹤0.01%	489

Other funds holding BKLN

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

IMCOOI

Investment Management Corp of Ontario (IMCO) Toronto, Canada $7.76B AUM 99.29% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

BCC

Bain Capital Credit Boston, Massachusetts $303M AUM 15.47% 1-Year Est. Return

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

Loring Wolcott & Coolidge Fiduciary Advisors's BKLN Position: Q4 2025 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Invesco Senior Loan ETF (BKLN) in Q4 2025, closing a stake of 585 shares — an estimated $12.2K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in BKLN in Q4 2015 and held it in 7 quarters. The position peaked at $27K in Q1 2016. 506 funds tracked by Wall St. Rank hold BKLN as of Q4 2025.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Invesco Senior Loan ETF position as of Q4 2025 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 585 Invesco Senior Loan ETF shares in Q4 2025, an estimated $12.2K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Invesco Senior Loan ETF in Q4 2015 and held it in 7 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Invesco Senior Loan ETF position peaked at $27K in Q1 2016.
506 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q4 2025.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.