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Onyx Bridge Wealth Group’s Invesco Senior Loan ETF BKLN Stock Holding History

Onyx Bridge Wealth Group’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
2025
Q3 		– Sell
-11,413
Closed -$239K – 368
2025
Q2 		$239K Sell
11,413
-521,439
-98% -$10.8M 0.03% 259
2025
Q1 		$11M Buy
532,852
+519,727
+3,960% +$10.9M 1.58% 16
2024
Q4 		$277K Sell
13,125
-12,039
-48% -$254K 0.04% 220
2024
Q3 		$529K Sell
25,164
-175,079
-87% -$3.68M 0.08% 156
2024
Q2 		$4.21M Buy
200,243
+8,770
+5% +$185K 0.69% 38
2024
Q1 		$4.04M Buy
191,473
+157,599
+465% +$3.33M 0.72% 35
2023
Q4 		$717K Buy
33,874
+3,082
+10% +$64.6K 0.14% 101
2023
Q3 		$646K Sell
30,792
-24,084
-44% -$507K 0.15% 105
2023
Q2 		$1.15M Sell
54,876
-1,947
-3% -$40.6K 0.28% 69
2023
Q1 		$1.18M Sell
56,823
-18,041
-24% -$378K 0.47% 41
2022
Q4 		$1.57M Buy
+74,864
New +$1.55M 0.64% 25

Other funds holding BKLN

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $60.6B AUM 31.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return