Parker Financial’s Invesco Senior Loan ETF BKLN Stock Holding History

Parker Financial’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 Q2	–	Sell	-11,624	Closed	-$241K	–	37
2025 Q1	$241K	Sell	11,624 -2,287	-16%	-$48K	0.12%	35
2024 Q4	$293K	Sell	13,911 -3,849	-22%	-$81.2K	0.14%	34
2024 Q3	$373K	Sell	17,760 -28,639	-62%	-$602K	0.19%	30
2024 Q2	$976K	Sell	46,399 -4,654	-9%	-$98.3K	0.53%	23
2024 Q1	$1.08M	Sell	51,053 -14,625	-22%	-$309K	0.62%	22
2023 Q4	$1.39M	Sell	65,678 -26,396	-29%	-$554K	0.86%	17
2023 Q3	$1.93M	Sell	92,074 -8,226	-8%	-$173K	1.35%	15
2023 Q2	$2.11M	Buy	+100,300	New	+$2.09M	1.53%	14
2023 Q1	–	Sell	-66,426	Closed	-$1.36M	–	40
2022 Q4	$1.36M	Buy	+66,426	New	+$1.38M	1.16%	16

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

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

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

Parker Financial's BKLN Position: Q2 2025 in Review

Parker Financial sold out of Invesco Senior Loan ETF (BKLN) in Q2 2025, closing a stake of 11,624 shares — an estimated $241K sold.

Parker Financial first reported a position in BKLN in Q4 2022 and held it in 9 quarters. The position peaked at $2.11M in Q2 2023. 520 funds tracked by Wall St. Rank hold BKLN as of Q2 2025.

Parker Financial reported no remaining Invesco Senior Loan ETF position as of Q2 2025 after selling out during the quarter.
Parker Financial sold 11,624 Invesco Senior Loan ETF shares in Q2 2025, an estimated $241K.
Parker Financial first reported a position in Invesco Senior Loan ETF in Q4 2022 and held it in 9 quarters.
Parker Financial's Invesco Senior Loan ETF position peaked at $2.11M in Q2 2023.
520 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2025.

Based on Parker Financial's 13F filing for Q2 2025, filed 25 Jul 2025.