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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
Q2 		$531K Buy
26,063
+2,091
+9% +$42.9K 0.01% 754
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 $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

Savvy Advisors Inc's BKLN Position: Q2 2026 in Review

Savvy Advisors Inc increased its Invesco Senior Loan ETF (BKLN) stake by 8.7% in Q2 2026, buying an estimated $42.9K and bringing the position to 26,063 shares worth $531K. The position accounts for 0.01% of the portfolio, ranked #754.

Savvy Advisors Inc first reported a position in BKLN in Q4 2023 and has held it in 5 quarters since. The position peaked at $720K in Q4 2023. 504 funds tracked by Wall St. Rank hold BKLN as of Q2 2026.

  • Savvy Advisors Inc held 26,063 shares of Invesco Senior Loan ETF worth $531K as of Q2 2026.
  • Savvy Advisors Inc bought 2,091 Invesco Senior Loan ETF shares in Q2 2026, an estimated $42.9K.
  • Invesco Senior Loan ETF made up 0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #754 holding.
  • Savvy Advisors Inc first reported a position in Invesco Senior Loan ETF in Q4 2023 and has held it in 5 quarters since.
  • Savvy Advisors Inc's Invesco Senior Loan ETF position peaked at $720K in Q4 2023.
  • 504 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.