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Mutual Advisors’s Invesco Senior Loan ETF BKLN Stock Holding History

Mutual Advisors’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 		$775K Buy
37,955
+1,232
+3% +$25.4K 0.02% 694
2025
Q4 		$771K Sell
36,723
-33,833
-48% -$708K 0.02% 682
2025
Q3 		$1.47M Buy
70,556
+57,566
+443% +$1.21M 0.03% 450
2025
Q2 		$272K Buy
+12,990
New +$270K 0.01% 1007
2024
Q3 		– Sell
-84,254
Closed -$1.77M – 1093
2024
Q2 		$1.77M Buy
84,254
+52,914
+169% +$1.12M 0.05% 303
2024
Q1 		$663K Sell
31,340
-23,712
-43% -$501K 0.02% 604
2023
Q4 		$1.17M Sell
55,052
-71,272
-56% -$1.49M 0.04% 412
2023
Q3 		$2.65M Buy
126,324
+54,150
+75% +$1.14M 0.1% 188
2023
Q2 		$1.52M Buy
72,174
+32,689
+83% +$681K 0.06% 322
2023
Q1 		$821K Buy
39,485
+16,634
+73% +$348K 0.03% 478
2022
Q4 		$469K Sell
22,851
-2,376
-9% -$49.2K 0.02% 608
2022
Q3 		$509K Buy
25,227
+14,398
+133% +$300K 0.03% 554
2022
Q2 		$220K Sell
10,829
-36,543
-77% -$774K 0.01% 766
2022
Q1 		$1.03M Buy
47,372
+21,786
+85% +$476K 0.06% 370
2021
Q4 		$565K Buy
25,586
+3,405
+15% +$75.1K 0.03% 539
2021
Q3 		$490K Buy
22,181
+9,072
+69% +$201K 0.03% 543
2021
Q2 		$290K Buy
13,109
+680
+5% +$15.1K 0.02% 692
2021
Q1 		$275K Sell
12,429
-8,231
-40% -$183K 0.02% 650
2020
Q4 		$460K Buy
20,660
+120
+0.6% +$2.63K 0.03% 481
2020
Q3 		$447K Sell
20,540
-1,400
-6% -$30.4K 0.04% 448
2020
Q2 		$468K Sell
21,940
-111
-0.5% -$2.35K 0.05% 398
2020
Q1 		$451K Sell
22,051
-3,734
-14% -$81.3K 0.06% 305
2019
Q4 		$588K Buy
25,785
+3,104
+14% +$70K 0.06% 312
2019
Q3 		$512K Buy
22,681
+4,706
+26% +$107K 0.07% 304
2019
Q2 		$407K Buy
17,975
+2,925
+19% +$66.7K 0.05% 368
2019
Q1 		$341K Sell
15,050
-217
-1% -$4.9K 0.05% 342
2018
Q4 		$333K Buy
15,267
+154
+1% +$3.5K 0.07% 298
2018
Q3 		$350K Sell
15,113
-56
-0.4% -$1.29K 0.05% 332
2018
Q2 		$347K Sell
15,169
-1,046
-6% -$24.1K 0.08% 302
2018
Q1 		$375K Buy
16,215
+700
+5% +$16.2K 0.1% 273
2017
Q4 		$357K Buy
+15,515
New +$358K 0.13% 197

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

Mutual Advisors's BKLN Position: Q1 2026 in Review

Mutual Advisors increased its Invesco Senior Loan ETF (BKLN) stake by 3.4% in Q1 2026, buying an estimated $25.4K and bringing the position to 37,955 shares worth $775K. The position accounts for 0.02% of the portfolio, ranked #694.

Mutual Advisors first reported a position in BKLN in Q4 2017 and has held it in 31 quarters since. The position peaked at $2.65M in Q3 2023. 501 funds tracked by Wall St. Rank hold BKLN as of Q1 2026.

  • Mutual Advisors held 37,955 shares of Invesco Senior Loan ETF worth $775K as of Q1 2026.
  • Mutual Advisors bought 1,232 Invesco Senior Loan ETF shares in Q1 2026, an estimated $25.4K.
  • Invesco Senior Loan ETF made up 0.02% of Mutual Advisors's portfolio in Q1 2026, its #694 holding.
  • Mutual Advisors first reported a position in Invesco Senior Loan ETF in Q4 2017 and has held it in 31 quarters since.
  • Mutual Advisors's Invesco Senior Loan ETF position peaked at $2.65M in Q3 2023.
  • 501 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.