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Mittelman Wealth Management’s Invesco Senior Loan ETF BKLN Stock Holding History

Mittelman Wealth Management’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 		$3.13M Buy
153,160
+19,936
+15% +$412K 1.95% 13
2025
Q4 		$2.8M Sell
133,224
-2,349
-2% -$49.1K 1.82% 16
2025
Q3 		$2.84M Buy
135,573
+87,197
+180% +$1.83M 1.86% 15
2025
Q2 		$1.01M Buy
48,376
+21,485
+80% +$446K 0.85% 15
2025
Q1 		$557K Buy
+26,891
New +$564K 0.5% 19

Other funds holding BKLN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
Goldman Sachs
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

Mittelman Wealth Management's BKLN Position: Q1 2026 in Review

Mittelman Wealth Management increased its Invesco Senior Loan ETF (BKLN) stake by 15% in Q1 2026, buying an estimated $412K and bringing the position to 153,160 shares worth $3.13M. The position accounts for 1.95% of the portfolio, ranked #13.

Mittelman Wealth Management first reported a position in BKLN in Q1 2025 and has held it in 5 quarters since. 501 funds tracked by Wall St. Rank hold BKLN as of Q1 2026.

  • Mittelman Wealth Management held 153,160 shares of Invesco Senior Loan ETF worth $3.13M as of Q1 2026.
  • Mittelman Wealth Management bought 19,936 Invesco Senior Loan ETF shares in Q1 2026, an estimated $412K.
  • Invesco Senior Loan ETF made up 1.95% of Mittelman Wealth Management's portfolio in Q1 2026, its #13 holding.
  • Mittelman Wealth Management first reported a position in Invesco Senior Loan ETF in Q1 2025 and has held it in 5 quarters since.
  • 501 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q1 2026.

Based on Mittelman Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.