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
2026 Q2	$669K	Sell	32,865 -2,496	-7%	-$51.2K	0.02%	316
2026 Q1	$722K	Sell	35,361 -6,955	-16%	-$144K	0.03%	279
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

BNP Paribas Paris, France $3.69B AUM 33.87% 1-Year Est. Return

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 Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

SageView Advisory Group's BKLN Position: Q2 2026 in Review

SageView Advisory Group reduced its Invesco Senior Loan ETF (BKLN) stake by 7.1% in Q2 2026, selling an estimated $51.2K and leaving 32,865 shares worth $669K. The position accounts for 0.02% of the portfolio, ranked #316.

SageView Advisory Group first reported a position in BKLN in Q4 2022 and has held it in 11 quarters since. The position peaked at $977K in Q2 2025. 504 funds tracked by Wall St. Rank hold BKLN as of Q2 2026.

SageView Advisory Group held 32,865 shares of Invesco Senior Loan ETF worth $669K as of Q2 2026.
SageView Advisory Group sold 2,496 Invesco Senior Loan ETF shares in Q2 2026, an estimated $51.2K.
Invesco Senior Loan ETF made up 0.02% of SageView Advisory Group's portfolio in Q2 2026, its #316 holding.
SageView Advisory Group first reported a position in Invesco Senior Loan ETF in Q4 2022 and has held it in 11 quarters since.
SageView Advisory Group's Invesco Senior Loan ETF position peaked at $977K in Q2 2025.
504 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.