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Pasadena Private Wealth’s Invesco Senior Loan ETF BKLN Stock Holding History

Pasadena Private Wealth’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
Q1 		$621K Buy
30,450
+500
+2% +$10.3K 0.09% 114
2025
Q4 		$629K Buy
29,950
+400
+1% +$8.37K 0.09% 106
2025
Q3 		$618K Buy
29,550
+2,000
+7% +$41.9K 0.09% 101
2025
Q2 		$576K Buy
27,550
+400
+1% +$8.3K 0.1% 97
2025
Q1 		$562K Buy
+27,150
New +$569K 0.11% 91

Other funds holding BKLN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Pasadena Private Wealth's BKLN Position: Q1 2026 in Review

Pasadena Private Wealth increased its Invesco Senior Loan ETF (BKLN) stake by 1.7% in Q1 2026, buying an estimated $10.3K and bringing the position to 30,450 shares worth $621K. The position accounts for 0.09% of the portfolio, ranked #114.

Pasadena Private Wealth first reported a position in BKLN in Q1 2025 and has held it in 5 quarters since. The position peaked at $629K in Q4 2025. 501 funds tracked by Wall St. Rank hold BKLN as of Q1 2026.

  • Pasadena Private Wealth held 30,450 shares of Invesco Senior Loan ETF worth $621K as of Q1 2026.
  • Pasadena Private Wealth bought 500 Invesco Senior Loan ETF shares in Q1 2026, an estimated $10.3K.
  • Invesco Senior Loan ETF made up 0.09% of Pasadena Private Wealth's portfolio in Q1 2026, its #114 holding.
  • Pasadena Private Wealth first reported a position in Invesco Senior Loan ETF in Q1 2025 and has held it in 5 quarters since.
  • Pasadena Private Wealth's Invesco Senior Loan ETF position peaked at $629K in Q4 2025.
  • 501 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q1 2026.

Based on Pasadena Private Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.