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Ritholtz Wealth Management’s Invesco Senior Loan ETF BKLN Stock Holding History

Ritholtz Wealth Management’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 		$4.74M Sell
232,652
-11,870
-5% -$243K 0.07% 197
2026
Q1 		$4.99M Buy
244,522
+54,320
+29% +$1.12M 0.09% 159
2025
Q4 		$3.99M Buy
+190,202
New +$3.98M 0.07% 191
2023
Q4 		– Sell
-10,754
Closed -$226K – 761
2023
Q3 		$226K Buy
+10,754
New +$226K 0.01% 622

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

Ritholtz Wealth Management's BKLN Position: Q2 2026 in Review

Ritholtz Wealth Management reduced its Invesco Senior Loan ETF (BKLN) stake by 4.9% in Q2 2026, selling an estimated $243K and leaving 232,652 shares worth $4.74M. The position accounts for 0.07% of the portfolio, ranked #197.

Ritholtz Wealth Management first reported a position in BKLN in Q3 2023 and has held it in 4 quarters since. The position peaked at $4.99M in Q1 2026. 503 funds tracked by Wall St. Rank hold BKLN as of Q2 2026.

  • Ritholtz Wealth Management held 232,652 shares of Invesco Senior Loan ETF worth $4.74M as of Q2 2026.
  • Ritholtz Wealth Management sold 11,870 Invesco Senior Loan ETF shares in Q2 2026, an estimated $243K.
  • Invesco Senior Loan ETF made up 0.07% of Ritholtz Wealth Management's portfolio in Q2 2026, its #197 holding.
  • Ritholtz Wealth Management first reported a position in Invesco Senior Loan ETF in Q3 2023 and has held it in 4 quarters since.
  • Ritholtz Wealth Management's Invesco Senior Loan ETF position peaked at $4.99M in Q1 2026.
  • 503 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.