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 Q2	$285K	Hold	13,994	–	–	0.13%	67
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

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

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

Mission Hills Financial Advisory's BKLN Position: Q2 2026 in Review

Mission Hills Financial Advisory held its Invesco Senior Loan ETF (BKLN) position steady in Q2 2026 at 13,994 shares worth $285K. The position accounts for 0.13% of the portfolio, ranked #67.

Mission Hills Financial Advisory first reported a position in BKLN in Q2 2025 and has held it in 5 quarters since. The position peaked at $286K in Q1 2026. 504 funds tracked by Wall St. Rank hold BKLN as of Q2 2026.

Mission Hills Financial Advisory held 13,994 shares of Invesco Senior Loan ETF worth $285K as of Q2 2026.
Mission Hills Financial Advisory left its Invesco Senior Loan ETF share count unchanged in Q2 2026.
Invesco Senior Loan ETF made up 0.13% of Mission Hills Financial Advisory's portfolio in Q2 2026, its #67 holding.
Mission Hills Financial Advisory first reported a position in Invesco Senior Loan ETF in Q2 2025 and has held it in 5 quarters since.
Mission Hills Financial Advisory's Invesco Senior Loan ETF position peaked at $286K in Q1 2026.
504 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2026.

Based on Mission Hills Financial Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.