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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 		$12.2K Buy
+600
New +$12.4K ﹤0.01% 1319

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.