Next Level Wealth Planning’s Invesco Senior Loan ETF BKLN Stock Holding History

Next Level Wealth Planning’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 Q3	$10.3K	Buy	+504	New	+$10.3K	﹤0.01%	333

Other funds holding BKLN

Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return

Ironwood Wealth Management (West Virginia) Hurricane, West Virginia $237M AUM 9.78% 1-Year Est. Return

New York Life Investment Management New York $14.5B AUM 27.92% 1-Year Est. Return

Wellington Group Indianapolis, Indiana $417M AUM 20.52% 1-Year Est. Return

Next Level Wealth Planning's BKLN Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Invesco Senior Loan ETF (BKLN) in Q3 2026: 504 shares worth $10.3K. The stake represents ﹤0.01% of the portfolio and ranks #333 among its holdings.

266 funds tracked by Wall St. Rank hold BKLN as of Q3 2026.

Next Level Wealth Planning held 504 shares of Invesco Senior Loan ETF worth $10.3K as of Q3 2026.
Invesco Senior Loan ETF was a new Next Level Wealth Planning position in Q3 2026.
Invesco Senior Loan ETF made up ﹤0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #333 holding.
266 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.