Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Invesco Senior Loan ETF BKLN Stock Holding History

Northwestern Mutual 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
Q1 		$5.11M Buy
250,322
+3,762
+2% +$77.7K ﹤0.01% 796
2025
Q4 		$5.18M Buy
246,560
+11,215
+5% +$235K ﹤0.01% 761
2025
Q3 		$4.93M Buy
235,345
+38,430
+20% +$805K ﹤0.01% 742
2025
Q2 		$4.12M Sell
196,915
-14,576
-7% -$303K ﹤0.01% 737
2025
Q1 		$4.38M Buy
211,491
+1,849
+0.9% +$38.8K ﹤0.01% 689
2024
Q4 		$4.42M Buy
209,642
+18,999
+10% +$401K ﹤0.01% 653
2024
Q3 		$4.01M Sell
190,643
-818
-0.4% -$17.2K ﹤0.01% 669
2024
Q2 		$4.03M Sell
191,461
-368,185
-66% -$7.77M ﹤0.01% 635
2024
Q1 		$11.8M Buy
559,646
+90,105
+19% +$1.9M 0.01% 387
2023
Q4 		$9.94M Buy
469,541
+442,753
+1,653% +$9.29M 0.01% 405
2023
Q3 		$562K Buy
26,788
+20,998
+363% +$442K ﹤0.01% 1115
2023
Q2 		$122K Buy
5,790
+198
+4% +$4.13K ﹤0.01% 1638
2023
Q1 		$116K Sell
5,592
-3,879
-41% -$81.2K ﹤0.01% 1630
2022
Q4 		$194K Sell
9,471
-35
-0.4% -$725 ﹤0.01% 1431
2022
Q3 		$192K Sell
9,506
-2,613
-22% -$54.5K ﹤0.01% 1410
2022
Q2 		$246K Buy
12,119
+5,197
+75% +$110K ﹤0.01% 1326
2022
Q1 		$151K Buy
6,922
+2,270
+49% +$49.6K ﹤0.01% 1545
2021
Q4 		$103K Sell
4,652
-656
-12% -$14.5K ﹤0.01% 1698
2021
Q3 		$117K Sell
5,308
-4,666
-47% -$103K ﹤0.01% 1562
2021
Q2 		$221K Buy
9,974
+5,609
+128% +$124K ﹤0.01% 1278
2021
Q1 		$97K Sell
4,365
-2,069
-32% -$46.1K ﹤0.01% 1501
2020
Q4 		$143K Buy
6,434
+734
+13% +$16.1K ﹤0.01% 1267
2020
Q3 		$124K Buy
5,700
+235
+4% +$5.11K ﹤0.01% 1190
2020
Q2 		$117K Buy
5,465
+1,098
+25% +$23.2K ﹤0.01% 1154
2020
Q1 		$90K Sell
4,367
-2,031
-32% -$44.2K ﹤0.01% 1151
2019
Q4 		$146K Buy
6,398
+2,077
+48% +$46.9K ﹤0.01% 1075
2019
Q3 		$98K Sell
4,321
-309
-7% -$7.01K ﹤0.01% 1160
2019
Q2 		$105K Sell
4,630
-7,104
-61% -$162K ﹤0.01% 1095
2019
Q1 		$266K Sell
11,734
-1,887
-14% -$42.6K ﹤0.01% 774
2018
Q4 		$297K Sell
13,621
-2,607
-16% -$59.3K ﹤0.01% 691
2018
Q3 		$376K Buy
16,228
+955
+6% +$22K ﹤0.01% 631
2018
Q2 		$350K Sell
15,273
-1,011
-6% -$23.3K ﹤0.01% 619
2018
Q1 		$377K Buy
16,284
+3
+0% +$69 ﹤0.01% 574
2017
Q4 		$375K Buy
16,281
+274
+2% +$6.33K ﹤0.01% 571
2017
Q3 		$371K Buy
16,007
+2,208
+16% +$51.1K ﹤0.01% 540
2017
Q2 		$319K Buy
13,799
+8,188
+146% +$190K ﹤0.01% 572
2017
Q1 		$130K Buy
5,611
+4,092
+269% +$95.4K ﹤0.01% 754
2016
Q4 		$36K Buy
+1,519
New +$35.2K ﹤0.01% 1134
2016
Q3 		– Sell
-1,109
Closed -$26K – 330
2016
Q2 		$26K Sell
1,109
-1,325
-54% -$30.4K ﹤0.01% 1078
2016
Q1 		$55K Buy
+2,434
New +$54.2K ﹤0.01% 867
2015
Q4 		– Sell
-227
Closed -$5K – 1592
2015
Q3 		$5K Sell
227
-273
-55% -$6.42K ﹤0.01% 1238
2015
Q2 		$12K Sell
500
-75
-13% -$1.81K ﹤0.01% 959
2015
Q1 		$14K Buy
575
+12
+2% +$288 ﹤0.01% 951
2014
Q4 		$14K Buy
563
+475
+540% +$11.5K ﹤0.01% 975
2014
Q3 		$2K Sell
88
-421
-83% -$10.4K ﹤0.01% 1180
2014
Q2 		$13K Buy
509
+136
+36% +$3.37K ﹤0.01% 843
2014
Q1 		$9K Sell
373
-127
-25% -$3.16K ﹤0.01% 887
2013
Q4 		$12K Buy
500
+381
+320% +$9.45K ﹤0.01% 881
2013
Q3 		$3K Buy
+119
New +$2.95K ﹤0.01% 1078

Other funds holding BKLN

BlackRock
BlackRock New York $6.73T AUM 46.02% 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

Northwestern Mutual Wealth Management's BKLN Position: Q1 2026 in Review

Northwestern Mutual Wealth Management increased its Invesco Senior Loan ETF (BKLN) stake by 1.5% in Q1 2026, buying an estimated $77.7K and bringing the position to 250,322 shares worth $5.11M. The position accounts for ﹤0.01% of the portfolio, ranked #796.

Northwestern Mutual Wealth Management first reported a position in BKLN in Q3 2013 and has held it in 49 quarters since. The position peaked at $11.8M in Q1 2024. 501 funds tracked by Wall St. Rank hold BKLN as of Q1 2026.

  • Northwestern Mutual Wealth Management held 250,322 shares of Invesco Senior Loan ETF worth $5.11M as of Q1 2026.
  • Northwestern Mutual Wealth Management bought 3,762 Invesco Senior Loan ETF shares in Q1 2026, an estimated $77.7K.
  • Invesco Senior Loan ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #796 holding.
  • Northwestern Mutual Wealth Management first reported a position in Invesco Senior Loan ETF in Q3 2013 and has held it in 49 quarters since.
  • Northwestern Mutual Wealth Management's Invesco Senior Loan ETF position peaked at $11.8M in Q1 2024.
  • 501 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.