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Medallion Wealth Advisors’s Invesco Senior Loan ETF BKLN Stock Holding History

Medallion Wealth 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
2026
Q2 		$21.4K Sell
1,050
-1,000
-49% -$20.5K 0.01% 623
2026
Q1 		$41.8K Hold
2,050
– – 0.01% 506
2025
Q4 		$43K Buy
2,050
+300
+17% +$6.28K 0.01% 489
2025
Q3 		$36.6K Buy
1,750
+1,000
+133% +$20.9K 0.01% 517
2025
Q2 		$15.7K Buy
+750
New +$15.6K 0.01% 665

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

Medallion Wealth Advisors's BKLN Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its Invesco Senior Loan ETF (BKLN) stake by 49% in Q2 2026, selling an estimated $20.5K and leaving 1,050 shares worth $21.4K. The position accounts for 0.01% of the portfolio, ranked #623.

Medallion Wealth Advisors first reported a position in BKLN in Q2 2025 and has held it in 5 quarters since. The position peaked at $43K in Q4 2025. 504 funds tracked by Wall St. Rank hold BKLN as of Q2 2026.

  • Medallion Wealth Advisors held 1,050 shares of Invesco Senior Loan ETF worth $21.4K as of Q2 2026.
  • Medallion Wealth Advisors sold 1,000 Invesco Senior Loan ETF shares in Q2 2026, an estimated $20.5K.
  • Invesco Senior Loan ETF made up 0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #623 holding.
  • Medallion Wealth Advisors first reported a position in Invesco Senior Loan ETF in Q2 2025 and has held it in 5 quarters since.
  • Medallion Wealth Advisors's Invesco Senior Loan ETF position peaked at $43K in Q4 2025.
  • 504 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.