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Richards, Merrill & Peterson’s Invesco Senior Loan ETF BKLN Stock Holding History

Richards, Merrill & Peterson’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
Q2 		– Sell
-1,981
Closed -$41K – 228
2025
Q1 		$41K Hold
1,981
– – 0.02% 270
2024
Q4 		$41.7K Buy
+1,981
New +$41.8K 0.02% 257

Other funds holding BKLN

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Richards, Merrill & Peterson's BKLN Position: Q2 2025 in Review

Richards, Merrill & Peterson sold out of Invesco Senior Loan ETF (BKLN) in Q2 2025, closing a stake of 1,981 shares — an estimated $41K sold.

Richards, Merrill & Peterson first reported a position in BKLN in Q4 2024 and held it in 2 quarters. The position peaked at $41.7K in Q4 2024. 521 funds tracked by Wall St. Rank hold BKLN as of Q2 2025.

  • Richards, Merrill & Peterson reported no remaining Invesco Senior Loan ETF position as of Q2 2025 after selling out during the quarter.
  • Richards, Merrill & Peterson sold 1,981 Invesco Senior Loan ETF shares in Q2 2025, an estimated $41K.
  • Richards, Merrill & Peterson first reported a position in Invesco Senior Loan ETF in Q4 2024 and held it in 2 quarters.
  • Richards, Merrill & Peterson's Invesco Senior Loan ETF position peaked at $41.7K in Q4 2024.
  • 521 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2025.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2025, filed 31 Jul 2025.