Paladin Advisory Group’s Invesco Senior Loan ETF BKLN Stock Holding History

Paladin Advisory 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	-50	Closed	-$1.05K	–	242
2025 Q2	$1.05K	Sell	50 -7,315	-99%	-$152K	﹤0.01%	242
2025 Q1	$152K	Sell	7,365 -604	-8%	-$12.7K	0.12%	95
2024 Q4	$168K	Buy	7,969 +232	+3%	+$4.89K	0.13%	92
2024 Q3	$163K	Buy	7,737 +89	+1%	+$1.87K	0.12%	93
2024 Q2	$161K	Buy	7,648 +60	+0.8%	+$1.27K	0.13%	88
2024 Q1	$160K	Sell	7,588 -825	-10%	-$17.4K	0.13%	91
2023 Q4	$178K	Sell	8,413 -13,302	-61%	-$279K	0.15%	94
2023 Q3	$456K	Sell	21,715 -985	-4%	-$20.7K	0.38%	49
2023 Q2	$478K	Buy	22,700 +848	+4%	+$17.7K	0.38%	51
2023 Q1	$455K	Buy	+21,852	New	+$457K	0.38%	53

Other funds holding BKLN

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IMCOOI

Investment Management Corp of Ontario (IMCO) Toronto, Canada $7.9B AUM 35.91% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

OPAM

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

Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

Paladin Advisory Group's BKLN Position: Q3 2025 in Review

Paladin Advisory Group sold out of Invesco Senior Loan ETF (BKLN) in Q3 2025, closing a stake of 50 shares — an estimated $1.05K sold.

Paladin Advisory Group first reported a position in BKLN in Q1 2023 and held it in 10 quarters. The position peaked at $478K in Q2 2023. 502 funds tracked by Wall St. Rank hold BKLN as of Q3 2025.

Paladin Advisory Group reported no remaining Invesco Senior Loan ETF position as of Q3 2025 after selling out during the quarter.
Paladin Advisory Group sold 50 Invesco Senior Loan ETF shares in Q3 2025, an estimated $1.05K.
Paladin Advisory Group first reported a position in Invesco Senior Loan ETF in Q1 2023 and held it in 10 quarters.
Paladin Advisory Group's Invesco Senior Loan ETF position peaked at $478K in Q2 2023.
502 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q3 2025.

Based on Paladin Advisory Group's 13F filing for Q3 2025, filed 5 Nov 2025.