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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
2023
Q1 		– Sell
-21,682
Closed -$445K – 294
2022
Q4 		$445K Sell
21,682
-685
-3% -$14.2K 0.38% 54
2022
Q3 		$451K Buy
22,367
+16,335
+271% +$341K 0.41% 50
2022
Q2 		$122K Buy
+6,032
New +$128K 0.11% 119

Other funds holding BKLN

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $666B 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

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.