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Savvy Advisors Inc’s Invesco Senior Loan ETF BKLN Stock Holding History

Savvy Advisors Inc’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
Q1 		$489K Buy
+23,972
New +$495K 0.01% 681
2024
Q3 		– Sell
-13,440
Closed -$283K – 355
2024
Q2 		$283K Sell
13,440
-10,167
-43% -$215K 0.09% 223
2024
Q1 		$499K Sell
23,607
-10,411
-31% -$220K 0.29% 91
2023
Q4 		$720K Buy
+34,018
New +$714K 0.7% 32

Other funds holding BKLN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Savvy Advisors Inc's BKLN Position: Q1 2026 in Review

Savvy Advisors Inc opened a new position in Invesco Senior Loan ETF (BKLN) in Q1 2026: 23,972 shares worth $489K. The stake represents 0.01% of the portfolio and ranks #681 among its holdings. This is a return to the name: Savvy Advisors Inc previously reported a position in BKLN as recently as Q2 2024.

Savvy Advisors Inc first reported a position in BKLN in Q4 2023 and has held it in 4 quarters since. The position peaked at $720K in Q4 2023. 501 funds tracked by Wall St. Rank hold BKLN as of Q1 2026.

  • Savvy Advisors Inc held 23,972 shares of Invesco Senior Loan ETF worth $489K as of Q1 2026.
  • Invesco Senior Loan ETF was a new Savvy Advisors Inc position in Q1 2026.
  • Invesco Senior Loan ETF made up 0.01% of Savvy Advisors Inc's portfolio in Q1 2026, its #681 holding.
  • Savvy Advisors Inc first reported a position in Invesco Senior Loan ETF in Q4 2023 and has held it in 4 quarters since.
  • Savvy Advisors Inc's Invesco Senior Loan ETF position peaked at $720K in Q4 2023.
  • 501 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.