Olistico Wealth
BKLN icon

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
Q3 		$85.8K Buy
4,198
+1,352
+48% +$27.7K 0.04% 134
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

Ocean Park Asset Management
Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Ironwood Wealth Management (West Virginia)
Ironwood Wealth Management (West Virginia) Hurricane, West Virginia $237M AUM 9.78% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Mechanics Bank - Trust Department
Mechanics Bank - Trust Department Walnut Creek, California $798M AUM 16.67% 1-Year Est. Return
FORM Wealth Advisors
FORM Wealth Advisors Lake Geneva, Wisconsin $896M AUM 12.75% 1-Year Est. Return

Olistico Wealth's BKLN Position: Q3 2026 in Review

Olistico Wealth increased its Invesco Senior Loan ETF (BKLN) stake by 48% in Q3 2026, buying an estimated $27.7K and bringing the position to 4,198 shares worth $85.8K. The position accounts for 0.04% of the portfolio, ranked #134.

Olistico Wealth first reported a position in BKLN in Q2 2024 and has held it in 9 quarters since. 130 funds tracked by Wall St. Rank hold BKLN as of Q3 2026.

  • Olistico Wealth held 4,198 shares of Invesco Senior Loan ETF worth $85.8K as of Q3 2026.
  • Olistico Wealth bought 1,352 Invesco Senior Loan ETF shares in Q3 2026, an estimated $27.7K.
  • Invesco Senior Loan ETF made up 0.04% of Olistico Wealth's portfolio in Q3 2026, its #134 holding.
  • Olistico Wealth first reported a position in Invesco Senior Loan ETF in Q2 2024 and has held it in 9 quarters since.
  • 130 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.