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Opal Wealth Advisors’s Invesco Senior Loan ETF BKLN Stock Holding History

Opal Wealth 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 		– Sell
-12,227
Closed -$250K – 271
2026
Q1 		$250K Sell
12,227
-41
-0.3% -$847 0.06% 174
2025
Q4 		$258K Hold
12,268
– – 0.07% 173
2025
Q3 		$257K Sell
12,268
-48
-0.4% -$1K 0.07% 160
2025
Q2 		$258K Buy
12,316
+216
+2% +$4.48K 0.07% 162
2025
Q1 		$250K Hold
12,100
– – 0.08% 146
2024
Q4 		$255K Hold
12,100
– – 0.08% 148
2024
Q3 		$254K Sell
12,100
-332
-3% -$6.98K 0.08% 151
2024
Q2 		$262K Hold
12,432
– – 0.08% 137
2024
Q1 		$263K Buy
12,432
+332
+3% +$7.01K 0.09% 136
2023
Q4 		$256K Sell
12,100
-6,724
-36% -$141K 0.1% 141
2023
Q3 		$395K Hold
18,824
– – 0.23% 73
2023
Q2 		$396K Hold
18,824
– – 0.2% 65
2023
Q1 		$392K Sell
18,824
-4,364
-19% -$91.3K 0.23% 54
2022
Q4 		$476K Sell
23,188
-103,352
-82% -$2.14M 0.26% 56
2022
Q3 		$2.56M Buy
126,540
+49,651
+65% +$1.04M 1.86% 8
2022
Q2 		$1.56M Buy
+76,889
New +$1.63M 1.03% 13
2022
Q1 		– Sell
-41,091
Closed -$908K – 107
2021
Q4 		$908K Buy
+41,091
New +$907K 0.57% 31

Other funds holding BKLN

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

Opal Wealth Advisors's BKLN Position: Q2 2026 in Review

Opal Wealth Advisors sold out of Invesco Senior Loan ETF (BKLN) in Q2 2026, closing a stake of 12,227 shares — an estimated $250K sold.

Opal Wealth Advisors first reported a position in BKLN in Q4 2021 and held it in 17 quarters. The position peaked at $2.56M in Q3 2022. 92 funds tracked by Wall St. Rank hold BKLN as of Q2 2026.

  • Opal Wealth Advisors reported no remaining Invesco Senior Loan ETF position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 12,227 Invesco Senior Loan ETF shares in Q2 2026, an estimated $250K.
  • Opal Wealth Advisors first reported a position in Invesco Senior Loan ETF in Q4 2021 and held it in 17 quarters.
  • Opal Wealth Advisors's Invesco Senior Loan ETF position peaked at $2.56M in Q3 2022.
  • 92 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.