Matthew Goff Investment Advisor’s Invesco Senior Loan ETF BKLN Stock Holding History

Matthew Goff Investment Advisor’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	$9.11M	Buy	447,190 +31,181	+7%	+$640K	1.54%	24
2026 Q1	$8.49M	Sell	416,009 -4,683	-1%	-$96.7K	1.42%	27
2025 Q4	$8.83M	Buy	420,692 +91,507	+28%	+$1.91M	1.57%	23
2025 Q3	$6.89M	Buy	329,185 +16,624	+5%	+$348K	1.18%	27
2025 Q2	$6.54M	Sell	312,561 -46,644	-13%	-$968K	1.21%	26
2025 Q1	$7.44M	Buy	359,205 +14,477	+4%	+$304K	1.37%	22
2024 Q4	$7.26M	Buy	+344,728	New	+$7.27M	1.35%	21

Other funds holding BKLN

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

IWMWV

Ironwood Wealth Management (West Virginia) Hurricane, West Virginia $237M AUM 14.63% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

MBTD

Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return

FWA

FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM

FFO

Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

PIWA

Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return

Matthew Goff Investment Advisor's BKLN Position: Q2 2026 in Review

Matthew Goff Investment Advisor increased its Invesco Senior Loan ETF (BKLN) stake by 7.5% in Q2 2026, buying an estimated $640K and bringing the position to 447,190 shares worth $9.11M. The position accounts for 1.54% of the portfolio, ranked #24.

Matthew Goff Investment Advisor first reported a position in BKLN in Q4 2024 and has held it in 7 quarters since. 98 funds tracked by Wall St. Rank hold BKLN as of Q2 2026.

Matthew Goff Investment Advisor held 447,190 shares of Invesco Senior Loan ETF worth $9.11M as of Q2 2026.
Matthew Goff Investment Advisor bought 31,181 Invesco Senior Loan ETF shares in Q2 2026, an estimated $640K.
Invesco Senior Loan ETF made up 1.54% of Matthew Goff Investment Advisor's portfolio in Q2 2026, its #24 holding.
Matthew Goff Investment Advisor first reported a position in Invesco Senior Loan ETF in Q4 2024 and has held it in 7 quarters since.
98 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2026.

Based on Matthew Goff Investment Advisor's 13F filing for Q2 2026, filed 8 Jul 2026.