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

Regal 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
Q1 		$338K Buy
16,582
+1,282
+8% +$26.5K 0.02% 509
2025
Q4 		$321K Buy
+15,300
New +$320K 0.02% 496
2022
Q3 		– Sell
-9,846
Closed -$200K – 484
2022
Q2 		$200K Sell
9,846
-40
-0.4% -$848 0.02% 463
2022
Q1 		$215K Sell
9,886
-2,414
-20% -$52.7K 0.02% 492
2021
Q4 		$272K Sell
12,300
-4,030
-25% -$88.9K 0.02% 451
2021
Q3 		$361K Sell
16,330
-1,957
-11% -$43.3K 0.04% 380
2021
Q2 		$405K Buy
+18,287
New +$406K 0.04% 360
2018
Q2 		– Sell
-9,425
Closed -$218K – 260
2018
Q1 		$218K Buy
+9,425
New +$218K 0.05% 279
2017
Q3 		– Sell
-50,576
Closed -$1.17M – 280
2017
Q2 		$1.17M Buy
50,576
+905
+2% +$21K 0.29% 105
2017
Q1 		$1.16M Buy
49,671
+19,743
+66% +$460K 0.3% 99
2016
Q4 		$699K Buy
+29,928
New +$694K 0.19% 135
2015
Q4 		– Sell
-5,367
Closed -$123K – 333
2015
Q3 		$123K Sell
5,367
-170,721
-97% -$4.02M 0.03% 315
2015
Q2 		$4.19M Buy
176,088
+164,325
+1,397% +$3.96M 1.13% 12
2015
Q1 		$283K Sell
11,763
-3,119
-21% -$75K 0.07% 206
2014
Q4 		$358K Sell
14,882
-649
-4% -$15.7K 0.1% 174
2014
Q3 		$377K Sell
15,531
-2,143
-12% -$52.8K 0.11% 163
2014
Q2 		$440K Buy
17,674
+742
+4% +$18.4K 0.16% 140
2014
Q1 		$420K Buy
16,932
+7,903
+88% +$197K 0.18% 133
2013
Q4 		$225K Sell
9,029
-10,095
-53% -$250K 0.13% 145
2013
Q3 		$472K Buy
19,124
+10,070
+111% +$250K 0.28% 111
2013
Q2 		$224K Buy
+9,054
New +$227K 0.12% 150

Other funds holding BKLN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
Goldman Sachs
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

Regal Investment Advisors's BKLN Position: Q1 2026 in Review

Regal Investment Advisors increased its Invesco Senior Loan ETF (BKLN) stake by 8.4% in Q1 2026, buying an estimated $26.5K and bringing the position to 16,582 shares worth $338K. The position accounts for 0.02% of the portfolio, ranked #509.

Regal Investment Advisors first reported a position in BKLN in Q2 2013 and has held it in 21 quarters since. The position peaked at $4.19M in Q2 2015. 501 funds tracked by Wall St. Rank hold BKLN as of Q1 2026.

  • Regal Investment Advisors held 16,582 shares of Invesco Senior Loan ETF worth $338K as of Q1 2026.
  • Regal Investment Advisors bought 1,282 Invesco Senior Loan ETF shares in Q1 2026, an estimated $26.5K.
  • Invesco Senior Loan ETF made up 0.02% of Regal Investment Advisors's portfolio in Q1 2026, its #509 holding.
  • Regal Investment Advisors first reported a position in Invesco Senior Loan ETF in Q2 2013 and has held it in 21 quarters since.
  • Regal Investment Advisors's Invesco Senior Loan ETF position peaked at $4.19M in Q2 2015.
  • 501 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.