Olistico Wealth’s Invesco Senior Loan ETF BKLN Stock Holding History

Olistico Wealth’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	$58K	Sell	2,846 -3	-0.1%	-$62	0.02%	156
2026 Q1	$58.1K	Buy	2,849 +439	+18%	+$9.07K	0.03%	151
2025 Q4	$50.6K	Buy	+2,410	New	+$50.4K	0.02%	160
2025 Q3	–	Sell	-2,486	Closed	-$52K	–	118
2025 Q2	$52K	Buy	2,486 +397	+19%	+$8.24K	0.03%	164
2025 Q1	$43.2K	Buy	2,089 +408	+24%	+$8.56K	0.03%	168
2024 Q4	$35.4K	Sell	1,681 -85	-5%	-$1.79K	0.02%	177
2024 Q3	$37.1K	Buy	1,766 +1,064	+152%	+$22.4K	0.02%	177
2024 Q2	$14.8K	Buy	+702	New	+$14.8K	0.01%	226

Other funds holding BKLN

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

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

Olistico Wealth's BKLN Position: Q2 2026 in Review

Olistico Wealth reduced its Invesco Senior Loan ETF (BKLN) stake by 0.11% in Q2 2026, selling an estimated $62 and leaving 2,846 shares worth $58K. The position accounts for 0.02% of the portfolio, ranked #156.

Olistico Wealth first reported a position in BKLN in Q2 2024 and has held it in 8 quarters since. The position peaked at $58.1K in Q1 2026. 92 funds tracked by Wall St. Rank hold BKLN as of Q2 2026.

Olistico Wealth held 2,846 shares of Invesco Senior Loan ETF worth $58K as of Q2 2026.
Olistico Wealth sold 3 Invesco Senior Loan ETF shares in Q2 2026, an estimated $62.
Invesco Senior Loan ETF made up 0.02% of Olistico Wealth's portfolio in Q2 2026, its #156 holding.
Olistico Wealth first reported a position in Invesco Senior Loan ETF in Q2 2024 and has held it in 8 quarters since.
Olistico Wealth's Invesco Senior Loan ETF position peaked at $58.1K in Q1 2026.
92 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2026.

Based on Olistico Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.