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

Plan Group 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
2026 Q1	$389K	Buy	+19,064	New	+$394K	0.09%	139

Other funds holding BKLN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

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

Plan Group Financial's BKLN Position: Q1 2026 in Review

Plan Group Financial opened a new position in Invesco Senior Loan ETF (BKLN) in Q1 2026: 19,064 shares worth $389K. The stake represents 0.09% of the portfolio and ranks #139 among its holdings.

501 funds tracked by Wall St. Rank hold BKLN as of Q1 2026.

Plan Group Financial held 19,064 shares of Invesco Senior Loan ETF worth $389K as of Q1 2026.
Invesco Senior Loan ETF was a new Plan Group Financial position in Q1 2026.
Invesco Senior Loan ETF made up 0.09% of Plan Group Financial's portfolio in Q1 2026, its #139 holding.
501 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.