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Savant Capital’s Invesco Senior Loan ETF BKLN Stock Holding History

Savant Capital’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
Q1 		– Sell
-13,298
Closed -$280K – 1121
2024
Q4 		$280K Sell
13,298
-18,646
-58% -$393K ﹤0.01% 1141
2024
Q3 		$671K Buy
+31,944
New +$671K 0.01% 769

Other funds holding BKLN

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return
IMCOOI
Investment Management Corp of Ontario (IMCO) Toronto, Canada $7.9B AUM 35.91% 1-Year Est. Return

Savant Capital's BKLN Position: Q1 2025 in Review

Savant Capital sold out of Invesco Senior Loan ETF (BKLN) in Q1 2025, closing a stake of 13,298 shares — an estimated $280K sold.

Savant Capital first reported a position in BKLN in Q3 2024 and held it in 2 quarters. The position peaked at $671K in Q3 2024. 541 funds tracked by Wall St. Rank hold BKLN as of Q1 2025.

  • Savant Capital reported no remaining Invesco Senior Loan ETF position as of Q1 2025 after selling out during the quarter.
  • Savant Capital sold 13,298 Invesco Senior Loan ETF shares in Q1 2025, an estimated $280K.
  • Savant Capital first reported a position in Invesco Senior Loan ETF in Q3 2024 and held it in 2 quarters.
  • Savant Capital's Invesco Senior Loan ETF position peaked at $671K in Q3 2024.
  • 541 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q1 2025.

Based on Savant Capital's 13F filing for Q1 2025, filed 8 May 2025.