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Ocean Park Asset Management’s Invesco Senior Loan ETF BKLN Stock Holding History

Ocean Park Asset 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
Q2 		$104M Sell
5,118,118
-2,455,040
-32% -$50.4M 5.02% 7
2026
Q1 		$155M Buy
7,573,158
+3,778,281
+100% +$78M 8.93% 5
2025
Q4 		$79.7M Sell
3,794,877
-2,293,009
-38% -$48M 3.74% 7
2025
Q3 		$127M Buy
6,087,886
+1,419,752
+30% +$29.7M 5.25% 6
2025
Q2 		$96.6M Hold
4,668,134
– – 3.43% 8
2025
Q1 		$96.6M Sell
4,668,134
-13,492,475
-74% -$283M 3.43% 8
2024
Q4 		$383M Buy
18,160,609
+17,542,541
+2,838% +$370M 13.02% 2
2024
Q3 		$13M Sell
618,068
-531,746
-46% -$11.2M 0.57% 31
2024
Q2 		$24.2M Sell
1,149,814
-2,020,322
-64% -$42.7M 1.15% 21
2024
Q1 		$67M Buy
3,170,136
+1,419,741
+81% +$30M 3.16% 10
2023
Q4 		$37.1M Sell
1,750,395
-6,790,566
-80% -$142M 1.82% 15
2023
Q3 		$179M Buy
8,540,961
+1,272,322
+18% +$26.8M 7.99% 3
2023
Q2 		$153M Buy
7,268,639
+4,320,339
+147% +$90M 5.22% 7
2023
Q1 		$61.3M Sell
2,948,300
-5,104,300
-63% -$107M 5.74% 8
2022
Q4 		$165M Buy
+8,052,600
New +$167M 10.48% 3

Other funds holding BKLN

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
IWMWV
Ironwood Wealth Management (West Virginia) Hurricane, West Virginia $237M AUM 14.63% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
MBTD
Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return
FWA
FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return

Ocean Park Asset Management's BKLN Position: Q2 2026 in Review

Ocean Park Asset Management reduced its Invesco Senior Loan ETF (BKLN) stake by 32% in Q2 2026, selling an estimated $50.4M and leaving 5,118,118 shares worth $104M. The position accounts for 5.02% of the portfolio, ranked #7.

Ocean Park Asset Management first reported a position in BKLN in Q4 2022 and has held it in 15 quarters since. The position peaked at $383M in Q4 2024. 92 funds tracked by Wall St. Rank hold BKLN as of Q2 2026.

  • Ocean Park Asset Management held 5,118,118 shares of Invesco Senior Loan ETF worth $104M as of Q2 2026.
  • Ocean Park Asset Management sold 2,455,040 Invesco Senior Loan ETF shares in Q2 2026, an estimated $50.4M.
  • Invesco Senior Loan ETF made up 5.02% of Ocean Park Asset Management's portfolio in Q2 2026, its #7 holding.
  • Ocean Park Asset Management first reported a position in Invesco Senior Loan ETF in Q4 2022 and has held it in 15 quarters since.
  • Ocean Park Asset Management's Invesco Senior Loan ETF position peaked at $383M in Q4 2024.
  • 92 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2026.

Based on Ocean Park Asset Management's 13F filing for Q2 2026, filed 10 Jul 2026.