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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
Q2 		$3.13M Sell
33,948
-119,212
-78% -$2.45M 2.07% 13
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 $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

Mittelman Wealth Management's BKLN Position: Q2 2026 in Review

Mittelman Wealth Management reduced its Invesco Senior Loan ETF (BKLN) stake by 78% in Q2 2026, selling an estimated $2.45M and leaving 33,948 shares worth $3.13M. The position accounts for 2.07% of the portfolio, ranked #13.

Mittelman Wealth Management first reported a position in BKLN in Q1 2025 and has held it in 6 quarters since. 504 funds tracked by Wall St. Rank hold BKLN as of Q2 2026.

  • Mittelman Wealth Management held 33,948 shares of Invesco Senior Loan ETF worth $3.13M as of Q2 2026.
  • Mittelman Wealth Management sold 119,212 Invesco Senior Loan ETF shares in Q2 2026, an estimated $2.45M.
  • Invesco Senior Loan ETF made up 2.07% of Mittelman Wealth Management's portfolio in Q2 2026, its #13 holding.
  • Mittelman Wealth Management first reported a position in Invesco Senior Loan ETF in Q1 2025 and has held it in 6 quarters since.
  • 504 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2026.

Based on Mittelman Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.