PAG
BKLN icon

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
2022
Q4 		– Hold
0
– – – 300
2022
Q3 		– Hold
0
– – – 305
2022
Q2 		– Hold
0
– – – 308

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