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OneDigital Investment Advisors’s Invesco Senior Loan ETF BKLN Stock Holding History

OneDigital Investment Advisors’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 		$784K Buy
+38,497
New +$790K 0.01% 840
2026
Q1 		– Sell
-11,215
Closed -$236K – 1486
2025
Q4 		$236K Sell
11,215
-635
-5% -$13.3K ﹤0.01% 1352
2025
Q3 		$248K Sell
11,850
-3,520
-23% -$73.7K ﹤0.01% 1301
2025
Q2 		$322K Buy
15,370
+4,780
+45% +$99.2K ﹤0.01% 1124
2025
Q1 		$219K Sell
10,590
-168
-2% -$3.52K ﹤0.01% 1284
2024
Q4 		$227K Sell
10,758
-397
-4% -$8.37K ﹤0.01% 1272
2024
Q3 		$234K Buy
+11,155
New +$234K ﹤0.01% 1280
2019
Q3 		– Sell
-422
Closed -$10K – 621
2019
Q2 		$10K Hold
422
– – ﹤0.01% 932
2019
Q1 		$10K Sell
422
-11,274
-96% -$255K ﹤0.01% 872
2018
Q4 		$255K Buy
11,696
+2,739
+31% +$62.3K 0.04% 227
2018
Q3 		$208K Buy
8,957
+2,989
+50% +$68.9K 0.05% 176
2018
Q2 		$136K Buy
5,968
+206
+4% +$4.75K 0.03% 291
2018
Q1 		$134K Buy
5,762
+4,600
+396% +$106K 0.03% 293
2017
Q4 		$27K Sell
1,162
-168
-13% -$3.88K ﹤0.01% 694
2017
Q3 		$31K Sell
1,330
-3,004
-69% -$69.5K 0.01% 500
2017
Q2 		$100K Buy
+4,334
New +$101K 0.03% 314

Other funds holding BKLN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
BP
BNP Paribas Paris, France $3.69B AUM 33.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
IMCOOI
Investment Management Corp of Ontario (IMCO) Toronto, Canada $7.9B AUM 35.91% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

OneDigital Investment Advisors's BKLN Position: Q2 2026 in Review

OneDigital Investment Advisors opened a new position in Invesco Senior Loan ETF (BKLN) in Q2 2026: 38,497 shares worth $784K. The stake represents 0.01% of the portfolio and ranks #840 among its holdings. This is a return to the name: OneDigital Investment Advisors previously reported a position in BKLN as recently as Q4 2025.

OneDigital Investment Advisors first reported a position in BKLN in Q2 2017 and has held it in 16 quarters since. 503 funds tracked by Wall St. Rank hold BKLN as of Q2 2026.

  • OneDigital Investment Advisors held 38,497 shares of Invesco Senior Loan ETF worth $784K as of Q2 2026.
  • Invesco Senior Loan ETF was a new OneDigital Investment Advisors position in Q2 2026.
  • Invesco Senior Loan ETF made up 0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #840 holding.
  • OneDigital Investment Advisors first reported a position in Invesco Senior Loan ETF in Q2 2017 and has held it in 16 quarters since.
  • 503 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.