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

Pacific Excel 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
-28,397
Closed -$580K – 235
2026
Q1 		$580K Buy
28,397
+5,288
+23% +$109K 0.61% 61
2025
Q4 		$485K Buy
+23,109
New +$483K 0.92% 44

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

Pacific Excel Wealth Advisors's BKLN Position: Q2 2026 in Review

Pacific Excel Wealth Advisors sold out of Invesco Senior Loan ETF (BKLN) in Q2 2026, closing a stake of 28,397 shares — an estimated $580K sold.

Pacific Excel Wealth Advisors first reported a position in BKLN in Q4 2025 and held it in 2 quarters. The position peaked at $580K in Q1 2026. 503 funds tracked by Wall St. Rank hold BKLN as of Q2 2026.

  • Pacific Excel Wealth Advisors reported no remaining Invesco Senior Loan ETF position as of Q2 2026 after selling out during the quarter.
  • Pacific Excel Wealth Advisors sold 28,397 Invesco Senior Loan ETF shares in Q2 2026, an estimated $580K.
  • Pacific Excel Wealth Advisors first reported a position in Invesco Senior Loan ETF in Q4 2025 and held it in 2 quarters.
  • Pacific Excel Wealth Advisors's Invesco Senior Loan ETF position peaked at $580K in Q1 2026.
  • 503 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.