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MJT & Associates Financial Advisory’s Invesco Senior Loan ETF BKLN Stock Holding History

MJT & Associates 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 		$273 Hold
14
– – ﹤0.01% 447
2026
Q1 		$273 Hold
14
– – ﹤0.01% 426
2025
Q4 		$281 Hold
14
– – ﹤0.01% 428
2025
Q3 		$280 Buy
14
+1
+8% +$21 ﹤0.01% 443
2025
Q2 		$280 Sell
13
-1
-7% -$21 ﹤0.01% 449
2025
Q1 		$277 Buy
+14
New +$294 ﹤0.01% 457

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

MJT & Associates Financial Advisory's BKLN Position: Q2 2026 in Review

MJT & Associates Financial Advisory held its Invesco Senior Loan ETF (BKLN) position steady in Q2 2026 at 14 shares worth $273. The position accounts for ﹤0.01% of the portfolio, ranked #447.

MJT & Associates Financial Advisory first reported a position in BKLN in Q1 2025 and has held it in 6 quarters since. The position peaked at $281 in Q4 2025. 503 funds tracked by Wall St. Rank hold BKLN as of Q2 2026.

  • MJT & Associates Financial Advisory held 14 shares of Invesco Senior Loan ETF worth $273 as of Q2 2026.
  • MJT & Associates Financial Advisory left its Invesco Senior Loan ETF share count unchanged in Q2 2026.
  • Invesco Senior Loan ETF made up ﹤0.01% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #447 holding.
  • MJT & Associates Financial Advisory first reported a position in Invesco Senior Loan ETF in Q1 2025 and has held it in 6 quarters since.
  • MJT & Associates Financial Advisory's Invesco Senior Loan ETF position peaked at $281 in Q4 2025.
  • 503 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.