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Realta Investment Advisors’s Invesco Senior Loan ETF BKLN Stock Holding History

Realta Investment 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
Q3 		$16.7K Buy
+819
New +$16.8K ﹤0.01% 295
2026
Q2 		– Sell
-1,518
Closed -$31K – 381
2026
Q1 		$31K Buy
+1,518
New +$31.4K 0.01% 263
2023
Q4 		– Sell
-865
Closed -$18.2K – 470
2023
Q3 		$18.2K Hold
865
– – ﹤0.01% 629
2023
Q2 		$18.2K Buy
+865
New +$18K ﹤0.01% 673
2023
Q1 		– Sell
-865
Closed -$17.8K – 460
2022
Q4 		$17.8K Buy
+865
New +$17.9K ﹤0.01% 656
2022
Q2 		– Sell
-21,457
Closed -$467K – 397
2022
Q1 		$467K Buy
+21,457
New +$469K 0.09% 225
2020
Q1 		– Sell
-605
Closed -$14K – 417
2019
Q4 		$14K Hold
605
– – ﹤0.01% 1038
2019
Q3 		$14K Buy
605
+161
+36% +$3.65K ﹤0.01% 1017
2019
Q2 		$10K Sell
444
-444
-50% -$10.1K ﹤0.01% 1126
2019
Q1 		$20K Buy
+888
New +$20.1K 0.01% 752

Other funds holding BKLN

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
IWMWV
Ironwood Wealth Management (West Virginia) Hurricane, West Virginia $237M AUM 9.78% 1-Year Est. Return
MBTD
Mechanics Bank - Trust Department Walnut Creek, California $798M AUM 16.67% 1-Year Est. Return
FWA
FORM Wealth Advisors Lake Geneva, Wisconsin $896M AUM 12.75% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $357M AUM 15.82% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return
NL
NVWM LLC Yardley, Pennsylvania $533M AUM 27.53% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Realta Investment Advisors's BKLN Position: Q3 2026 in Review

Realta Investment Advisors opened a new position in Invesco Senior Loan ETF (BKLN) in Q3 2026: 819 shares worth $16.7K. The stake represents ﹤0.01% of the portfolio and ranks #295 among its holdings. This is a return to the name: Realta Investment Advisors previously reported a position in BKLN as recently as Q1 2026.

Realta Investment Advisors first reported a position in BKLN in Q1 2019 and has held it in 10 quarters since. The position peaked at $467K in Q1 2022. 62 funds tracked by Wall St. Rank hold BKLN as of Q3 2026.

  • Realta Investment Advisors held 819 shares of Invesco Senior Loan ETF worth $16.7K as of Q3 2026.
  • Invesco Senior Loan ETF was a new Realta Investment Advisors position in Q3 2026.
  • Invesco Senior Loan ETF made up ﹤0.01% of Realta Investment Advisors's portfolio in Q3 2026, its #295 holding.
  • Realta Investment Advisors first reported a position in Invesco Senior Loan ETF in Q1 2019 and has held it in 10 quarters since.
  • Realta Investment Advisors's Invesco Senior Loan ETF position peaked at $467K in Q1 2022.
  • 62 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q3 2026.

Based on Realta Investment Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.