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

PlanWiser 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
Q4 		– Sell
-141,534
Closed -$2.96M – 48
2025
Q3 		$2.96M Buy
+141,534
New +$2.96M 2.35% 17
2025
Q2 		– Sell
-10,006
Closed -$208K – 45
2025
Q1 		$208K Buy
+10,006
New +$210K 0.19% 46

Other funds holding BKLN

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IMCOOI
Investment Management Corp of Ontario (IMCO) Toronto, Canada $7.9B AUM 35.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BCC
Bain Capital Credit Boston, Massachusetts $368M AUM 9.33% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return

PlanWiser Financial's BKLN Position: Q4 2025 in Review

PlanWiser Financial sold out of Invesco Senior Loan ETF (BKLN) in Q4 2025, closing a stake of 141,534 shares — an estimated $2.96M sold.

PlanWiser Financial first reported a position in BKLN in Q1 2025 and held it in 2 quarters. The position peaked at $2.96M in Q3 2025. 507 funds tracked by Wall St. Rank hold BKLN as of Q4 2025.

  • PlanWiser Financial reported no remaining Invesco Senior Loan ETF position as of Q4 2025 after selling out during the quarter.
  • PlanWiser Financial sold 141,534 Invesco Senior Loan ETF shares in Q4 2025, an estimated $2.96M.
  • PlanWiser Financial first reported a position in Invesco Senior Loan ETF in Q1 2025 and held it in 2 quarters.
  • PlanWiser Financial's Invesco Senior Loan ETF position peaked at $2.96M in Q3 2025.
  • 507 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q4 2025.

Based on PlanWiser Financial's 13F filing for Q4 2025, filed 13 Feb 2026.