Mission Hills Financial Advisory’s Invesco Senior Loan ETF BKLN Stock Holding History

Mission Hills Financial Advisory’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 Q1	$286K	Buy	13,994 +2,731	+24%	+$56.4K	0.15%	39
2025 Q4	$237K	Buy	11,263 +798	+8%	+$16.7K	0.12%	42
2025 Q3	$219K	Hold	10,465	–	–	0.12%	41
2025 Q2	$219K	Buy	+10,465	New	+$217K	0.14%	38

Other funds holding BKLN

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IMCOOI

Investment Management Corp of Ontario (IMCO) Toronto, Canada $7.76B AUM 99.29% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

OPAM

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

Mission Hills Financial Advisory's BKLN Position: Q1 2026 in Review

Mission Hills Financial Advisory increased its Invesco Senior Loan ETF (BKLN) stake by 24% in Q1 2026, buying an estimated $56.4K and bringing the position to 13,994 shares worth $286K. The position accounts for 0.15% of the portfolio, ranked #39.

Mission Hills Financial Advisory first reported a position in BKLN in Q2 2025 and has held it in 4 quarters since. 502 funds tracked by Wall St. Rank hold BKLN as of Q1 2026.

Mission Hills Financial Advisory held 13,994 shares of Invesco Senior Loan ETF worth $286K as of Q1 2026.
Mission Hills Financial Advisory bought 2,731 Invesco Senior Loan ETF shares in Q1 2026, an estimated $56.4K.
Invesco Senior Loan ETF made up 0.15% of Mission Hills Financial Advisory's portfolio in Q1 2026, its #39 holding.
Mission Hills Financial Advisory first reported a position in Invesco Senior Loan ETF in Q2 2025 and has held it in 4 quarters since.
502 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q1 2026.

Based on Mission Hills Financial Advisory's 13F filing for Q1 2026, filed 4 May 2026.