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Principal Securities’s Invesco Senior Loan ETF BKLN Stock Holding History

Principal Securities’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 		$414K Buy
20,318
+10,110
+99% +$207K 0.01% 1167
2026
Q1 		$208K Sell
10,208
-6,429
-39% -$133K ﹤0.01% 1375
2025
Q4 		$349K Buy
16,637
+3,749
+29% +$78.4K 0.01% 1070
2025
Q3 		$270K Buy
12,888
+358
+3% +$7.5K ﹤0.01% 1156
2025
Q2 		$262K Buy
12,530
+1,483
+13% +$30.8K ﹤0.01% 1116
2025
Q1 		$233K Hold
11,047
– – 0.01% 1070
2024
Q4 		$233K Buy
11,047
+997
+10% +$21K 0.01% 1067
2024
Q3 		$211K Buy
10,050
+5,083
+102% +$107K 0.01% 1084
2024
Q2 		$105K Buy
4,967
+1,255
+34% +$26.5K ﹤0.01% 1308
2024
Q1 		$78.5K Buy
3,712
+969
+35% +$20.5K ﹤0.01% 1372
2023
Q4 		$58.1K Buy
+2,743
New +$57.5K ﹤0.01% 1416

Other funds holding BKLN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
BP
BNP Paribas Paris, France $3.69B AUM 33.87% 1-Year Est. Return
Invesco
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
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

Principal Securities's BKLN Position: Q2 2026 in Review

Principal Securities increased its Invesco Senior Loan ETF (BKLN) stake by 99% in Q2 2026, buying an estimated $207K and bringing the position to 20,318 shares worth $414K. The position accounts for 0.01% of the portfolio, ranked #1167.

Principal Securities first reported a position in BKLN in Q4 2023 and has held it in 11 quarters since. 503 funds tracked by Wall St. Rank hold BKLN as of Q2 2026.

  • Principal Securities held 20,318 shares of Invesco Senior Loan ETF worth $414K as of Q2 2026.
  • Principal Securities bought 10,110 Invesco Senior Loan ETF shares in Q2 2026, an estimated $207K.
  • Invesco Senior Loan ETF made up 0.01% of Principal Securities's portfolio in Q2 2026, its #1167 holding.
  • Principal Securities first reported a position in Invesco Senior Loan ETF in Q4 2023 and has held it in 11 quarters since.
  • 503 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.