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Prospera Financial Services’s Invesco Senior Loan ETF BKLN Stock Holding History

Prospera Financial Services’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 		$1.11M Sell
54,390
-6,689
-11% -$137K 0.02% 722
2026
Q1 		$1.25M Sell
61,079
-1,797
-3% -$37.1K 0.02% 632
2025
Q4 		$1.32M Sell
62,876
-10,538
-14% -$220K 0.02% 596
2025
Q3 		$1.54M Buy
73,414
+871
+1% +$18.2K 0.03% 551
2025
Q2 		$1.52M Buy
72,543
+6,026
+9% +$125K 0.03% 531
2025
Q1 		$1.38M Sell
66,517
-3,857
-5% -$80.9K 0.03% 479
2024
Q4 		$1.48M Sell
70,374
-5,702
-7% -$120K 0.03% 438
2024
Q3 		$1.6M Sell
76,076
-3,188
-4% -$67K 0.04% 387
2024
Q2 		$1.67M Sell
79,264
-6,675
-8% -$141K 0.05% 376
2024
Q1 		$1.82M Buy
85,939
+509
+0.6% +$10.7K 0.05% 346
2023
Q4 		$1.81M Sell
85,430
-11,899
-12% -$250K 0.06% 329
2023
Q3 		$2.04M Sell
97,329
-3,578
-4% -$75.3K 0.08% 266
2023
Q2 		$2.12M Sell
100,907
-3,825
-4% -$79.7K 0.08% 256
2023
Q1 		$2.18M Buy
104,732
+9,983
+11% +$209K 0.09% 261
2022
Q4 		$1.95M Sell
94,749
-44,371
-32% -$920K 0.1% 233
2022
Q3 		$2.81M Sell
139,120
-18,189
-12% -$379K 0.15% 178
2022
Q2 		$3.19M Sell
157,309
-85,094
-35% -$1.8M 0.16% 160
2022
Q1 		$5.28M Sell
242,403
-73,355
-23% -$1.6M 0.22% 102
2021
Q4 		$6.98M Buy
315,758
+24,045
+8% +$531K 0.3% 68
2021
Q3 		$6.45M Buy
291,713
+15,017
+5% +$332K 0.32% 60
2021
Q2 		$6.13M Buy
276,696
+17,331
+7% +$384K 0.31% 72
2021
Q1 		$5.74M Buy
259,365
+53,162
+26% +$1.18M 0.34% 51
2020
Q4 		$4.59M Buy
206,203
+57,428
+39% +$1.26M 0.32% 61
2020
Q3 		$3.23M Sell
148,775
-21,644
-13% -$470K 1.24% 10
2020
Q2 		$3.64M Buy
170,419
+23,311
+16% +$493K 0.32% 69
2020
Q1 		$3.01M Sell
147,108
-38,568
-21% -$840K 0.32% 65
2019
Q4 		$4.24M Buy
185,676
+115,472
+164% +$2.61M 0.33% 55
2019
Q3 		$1.59M Buy
70,204
+32,538
+86% +$738K 0.16% 134
2019
Q2 		$855K Buy
37,666
+9,555
+34% +$218K 0.1% 184
2019
Q1 		$642K Buy
28,111
+16,101
+134% +$364K 0.21% 136
2018
Q4 		$262K Sell
12,010
-54,695
-82% -$1.24M 0.05% 314
2018
Q3 		$1.54M Sell
66,705
-9,840
-13% -$227K 0.29% 81
2018
Q2 		$1.76M Buy
76,545
+12,046
+19% +$278K 0.24% 82
2018
Q1 		$1.49M Buy
64,499
+34,657
+116% +$802K 0.21% 103
2017
Q4 		$689K Buy
29,842
+1,800
+6% +$41.6K 0.11% 166
2017
Q3 		$649K Sell
28,042
-11,087
-28% -$257K 0.1% 189
2017
Q2 		$905K Buy
39,129
+7,416
+23% +$172K 0.15% 136
2017
Q1 		$739K Buy
31,713
+6,107
+24% +$142K 0.13% 140
2016
Q4 		$598K Buy
25,606
+5,270
+26% +$122K 0.12% 155
2016
Q3 		$472K Buy
20,336
+23
+0.1% +$533 0.09% 190
2016
Q2 		$467K Buy
20,313
+1,782
+10% +$40.9K 0.1% 175
2016
Q1 		$421K Sell
18,531
-4,768
-20% -$106K 0.09% 162
2015
Q4 		$522K Buy
23,299
+2,547
+12% +$58K 0.11% 123
2015
Q3 		$478K Sell
20,752
-2,708
-12% -$63.7K 0.12% 119
2015
Q2 		$558K Sell
23,460
-3,769
-14% -$90.8K 0.13% 117
2015
Q1 		$656K Buy
27,229
+2,987
+12% +$71.8K 0.15% 102
2014
Q4 		$583K Sell
24,242
-120
-0.5% -$2.9K 0.15% 113
2014
Q3 		$592K Buy
24,362
+1,674
+7% +$41.3K 0.16% 103
2014
Q2 		$564K Buy
22,688
+144
+0.6% +$3.57K 0.15% 111
2014
Q1 		$559K Buy
22,544
+822
+4% +$20.4K 0.18% 83
2013
Q4 		$540K Sell
21,722
-8
-0% -$198 0.18% 92
2013
Q3 		$536K Buy
21,730
+8,764
+68% +$217K 0.2% 98
2013
Q2 		$321K Buy
+12,966
New +$325K 0.15% 149

Other funds holding BKLN

OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
IWMWV
Ironwood Wealth Management (West Virginia) Hurricane, West Virginia $237M AUM 14.63% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
MBTD
Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return
FWA
FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

Prospera Financial Services's BKLN Position: Q2 2026 in Review

Prospera Financial Services reduced its Invesco Senior Loan ETF (BKLN) stake by 11% in Q2 2026, selling an estimated $137K and leaving 54,390 shares worth $1.11M. The position accounts for 0.02% of the portfolio, ranked #722.

Prospera Financial Services first reported a position in BKLN in Q2 2013 and has held it in 53 quarters since. The position peaked at $6.98M in Q4 2021. 92 funds tracked by Wall St. Rank hold BKLN as of Q2 2026.

  • Prospera Financial Services held 54,390 shares of Invesco Senior Loan ETF worth $1.11M as of Q2 2026.
  • Prospera Financial Services sold 6,689 Invesco Senior Loan ETF shares in Q2 2026, an estimated $137K.
  • Invesco Senior Loan ETF made up 0.02% of Prospera Financial Services's portfolio in Q2 2026, its #722 holding.
  • Prospera Financial Services first reported a position in Invesco Senior Loan ETF in Q2 2013 and has held it in 53 quarters since.
  • Prospera Financial Services's Invesco Senior Loan ETF position peaked at $6.98M in Q4 2021.
  • 92 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.