Park Square Financial Group’s Invesco Senior Loan ETF BKLN Stock Holding History

Park Square Financial 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
2026 Q2	–	Sell	-14	Closed	-$286	–	216
2026 Q1	$286	Buy	14 +1	+8%	+$21	﹤0.01%	235
2025 Q4	$274	Hold	13	–	–	﹤0.01%	228
2025 Q3	$272	Sell	13 -2,300	-99%	-$48.2K	﹤0.01%	244
2025 Q2	$48.4K	Buy	2,313 +13	+0.6%	+$270	0.04%	306
2025 Q1	$47.6K	Sell	2,300 -636	-22%	-$13.3K	0.04%	270
2024 Q4	$61.9K	Buy	+2,936	New	+$61.9K	0.04%	238

Other funds holding BKLN

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

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

BNP Paribas Paris, France $3.69B AUM 33.87% 1-Year Est. Return

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 Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

Park Square Financial Group's BKLN Position: Q2 2026 in Review

Park Square Financial Group sold out of Invesco Senior Loan ETF (BKLN) in Q2 2026, closing a stake of 14 shares — an estimated $286 sold.

Park Square Financial Group first reported a position in BKLN in Q4 2024 and held it in 6 quarters. The position peaked at $61.9K in Q4 2024. 503 funds tracked by Wall St. Rank hold BKLN as of Q2 2026.

Park Square Financial Group reported no remaining Invesco Senior Loan ETF position as of Q2 2026 after selling out during the quarter.
Park Square Financial Group sold 14 Invesco Senior Loan ETF shares in Q2 2026, an estimated $286.
Park Square Financial Group first reported a position in Invesco Senior Loan ETF in Q4 2024 and held it in 6 quarters.
Park Square Financial Group's Invesco Senior Loan ETF position peaked at $61.9K in Q4 2024.
503 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2026.

Based on Park Square Financial Group's 13F filing for Q2 2026, filed 31 Jul 2026.