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Marble Wealth’s Invesco Senior Loan ETF BKLN Stock Holding History

Marble Wealth’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 		$1.49M Buy
73,206
+8,052
+12% +$165K 0.23% 72
2026
Q1 		$1.33M Buy
65,154
+13,605
+26% +$281K 0.23% 73
2025
Q4 		$1.08M Buy
+51,549
New +$1.08M 0.15% 104

Other funds holding BKLN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
BP
BNP Paribas Paris, France $3.69B AUM 33.87% 1-Year Est. Return
Invesco
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
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

Marble Wealth's BKLN Position: Q2 2026 in Review

Marble Wealth increased its Invesco Senior Loan ETF (BKLN) stake by 12% in Q2 2026, buying an estimated $165K and bringing the position to 73,206 shares worth $1.49M. The position accounts for 0.23% of the portfolio, ranked #72.

Marble Wealth first reported a position in BKLN in Q4 2025 and has held it in 3 quarters since. 503 funds tracked by Wall St. Rank hold BKLN as of Q2 2026.

  • Marble Wealth held 73,206 shares of Invesco Senior Loan ETF worth $1.49M as of Q2 2026.
  • Marble Wealth bought 8,052 Invesco Senior Loan ETF shares in Q2 2026, an estimated $165K.
  • Invesco Senior Loan ETF made up 0.23% of Marble Wealth's portfolio in Q2 2026, its #72 holding.
  • Marble Wealth first reported a position in Invesco Senior Loan ETF in Q4 2025 and has held it in 3 quarters since.
  • 503 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2026.

Based on Marble Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.