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McClarren Financial Advisors’s Invesco Senior Loan ETF BKLN Stock Holding History

McClarren Financial 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
Q2 		– Sell
-20
Closed -$26K – 111
2025
Q1 		$26K Sell
20
-1,255
-98% -$26.3K 0.02% 177
2024
Q4 		$26K Buy
1,275
+1,254
+5,971% +$26.4K 0.07% 118
2024
Q3 		$26K Hold
21
– – ﹤0.01% 155
2024
Q2 		$26K Buy
+21
New +$443 0.02% 194

Other funds holding BKLN

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IMCOOI
Investment Management Corp of Ontario (IMCO) Toronto, Canada $7.9B AUM 35.91% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

McClarren Financial Advisors's BKLN Position: Q2 2025 in Review

McClarren Financial Advisors sold out of Invesco Senior Loan ETF (BKLN) in Q2 2025, closing a stake of 20 shares — an estimated $26K sold.

McClarren Financial Advisors first reported a position in BKLN in Q2 2024 and held it in 4 quarters. The position peaked at $26K in Q1 2025. 520 funds tracked by Wall St. Rank hold BKLN as of Q2 2025.

  • McClarren Financial Advisors reported no remaining Invesco Senior Loan ETF position as of Q2 2025 after selling out during the quarter.
  • McClarren Financial Advisors sold 20 Invesco Senior Loan ETF shares in Q2 2025, an estimated $26K.
  • McClarren Financial Advisors first reported a position in Invesco Senior Loan ETF in Q2 2024 and held it in 4 quarters.
  • McClarren Financial Advisors's Invesco Senior Loan ETF position peaked at $26K in Q1 2025.
  • 520 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2025.

Based on McClarren Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.