Scheeler Financial’s Invesco Senior Loan ETF BKLN Stock Holding History

Scheeler Financial’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 Q3	$372K	Buy	+18,207	New	+$373K	0.28%	45

Other funds holding BKLN

Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Ironwood Wealth Management (West Virginia) Hurricane, West Virginia $237M AUM 9.78% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Scheeler Financial's BKLN Position: Q3 2026 in Review

Scheeler Financial opened a new position in Invesco Senior Loan ETF (BKLN) in Q3 2026: 18,207 shares worth $372K. The stake represents 0.28% of the portfolio and ranks #45 among its holdings.

171 funds tracked by Wall St. Rank hold BKLN as of Q3 2026.

Scheeler Financial held 18,207 shares of Invesco Senior Loan ETF worth $372K as of Q3 2026.
Invesco Senior Loan ETF was a new Scheeler Financial position in Q3 2026.
Invesco Senior Loan ETF made up 0.28% of Scheeler Financial's portfolio in Q3 2026, its #45 holding.
171 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q3 2026.

Based on Scheeler Financial's 13F filing for Q3 2026, filed 13 Oct 2026.