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

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

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

BNP Paribas Paris, France $3.69B AUM 33.87% 1-Year Est. Return

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 Nashville, Tennessee $33.7B AUM 43.08% 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. 504 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.
504 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.