Physician Wealth Advisors’s Invesco Senior Loan ETF BKLN Stock Holding History

Physician Wealth Advisors’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	$3.26K	Hold	160	–	–	﹤0.01%	1293
2026 Q1	$3.27K	Hold	160	–	–	﹤0.01%	1146
2025 Q4	$3.36K	Hold	160	–	–	﹤0.01%	1092
2025 Q3	$3.35K	Hold	160	–	–	﹤0.01%	1040
2025 Q2	$3.35K	Hold	160	–	–	﹤0.01%	897
2025 Q1	$3.31K	Buy	+160	New	+$3.35K	﹤0.01%	799

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

Physician Wealth Advisors's BKLN Position: Q2 2026 in Review

Physician Wealth Advisors held its Invesco Senior Loan ETF (BKLN) position steady in Q2 2026 at 160 shares worth $3.26K. The position accounts for ﹤0.01% of the portfolio, ranked #1293.

Physician Wealth Advisors first reported a position in BKLN in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.36K in Q4 2025. 503 funds tracked by Wall St. Rank hold BKLN as of Q2 2026.

Physician Wealth Advisors held 160 shares of Invesco Senior Loan ETF worth $3.26K as of Q2 2026.
Physician Wealth Advisors left its Invesco Senior Loan ETF share count unchanged in Q2 2026.
Invesco Senior Loan ETF made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1293 holding.
Physician Wealth Advisors first reported a position in Invesco Senior Loan ETF in Q1 2025 and has held it in 6 quarters since.
Physician Wealth Advisors's Invesco Senior Loan ETF position peaked at $3.36K in Q4 2025.
503 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.