SageView Advisory Group’s Invesco Senior Loan ETF BKLN Stock Holding History

SageView Advisory Group’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 Q4	$889K	Sell	42,316 -1,902	-4%	-$39.8K	0.03%	267
2025 Q3	$925K	Sell	44,218 -2,469	-5%	-$51.7K	0.03%	275
2025 Q2	$977K	Buy	46,687 +5,382	+13%	+$112K	0.04%	247
2025 Q1	$855K	Buy	41,305 +4,150	+11%	+$87K	0.04%	249
2024 Q4	$783K	Buy	+37,155	New	+$784K	0.03%	258
2023 Q4	–	Sell	-15,289	Closed	-$321K	–	668
2023 Q3	$321K	Hold	15,289	–	–	0.02%	409
2023 Q2	$322K	Sell	15,289 -338	-2%	-$7.04K	0.02%	430
2023 Q1	$325K	Sell	15,627 -228	-1%	-$4.77K	0.02%	373
2022 Q4	$326K	Buy	+15,855	New	+$329K	0.03%	308

Other funds holding BKLN

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

IMCOOI

Investment Management Corp of Ontario (IMCO) Toronto, Canada $7.76B AUM 99.29% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BCC

Bain Capital Credit Boston, Massachusetts $303M AUM 15.47% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

SageView Advisory Group's BKLN Position: Q4 2025 in Review

SageView Advisory Group reduced its Invesco Senior Loan ETF (BKLN) stake by 4.3% in Q4 2025, selling an estimated $39.8K and leaving 42,316 shares worth $889K. The position accounts for 0.03% of the portfolio, ranked #267.

SageView Advisory Group first reported a position in BKLN in Q4 2022 and has held it in 9 quarters since. The position peaked at $977K in Q2 2025. 506 funds tracked by Wall St. Rank hold BKLN as of Q4 2025.

SageView Advisory Group held 42,316 shares of Invesco Senior Loan ETF worth $889K as of Q4 2025.
SageView Advisory Group sold 1,902 Invesco Senior Loan ETF shares in Q4 2025, an estimated $39.8K.
Invesco Senior Loan ETF made up 0.03% of SageView Advisory Group's portfolio in Q4 2025, its #267 holding.
SageView Advisory Group first reported a position in Invesco Senior Loan ETF in Q4 2022 and has held it in 9 quarters since.
SageView Advisory Group's Invesco Senior Loan ETF position peaked at $977K in Q2 2025.
506 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.