SeaCrest Wealth Management
BKLN icon

SeaCrest Wealth Management’s Invesco Senior Loan ETF BKLN Stock Holding History

SeaCrest Wealth Management’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 		– Sell
-11,100
Closed -$226K – 554
2026
Q2 		$226K Hold
11,100
– – 0.03% 491
2026
Q1 		$227K Hold
11,100
– – 0.02% 565
2025
Q4 		$234K Hold
11,100
– – 0.02% 537
2025
Q3 		$232K Buy
+11,100
New +$232K 0.02% 541
2023
Q2 		– Sell
-13,350
Closed -$278K – 632
2023
Q1 		$278K Buy
+13,350
New +$279K 0.04% 486
2022
Q3 		– Sell
-10,064
Closed -$204K – 728
2022
Q2 		$204K Buy
10,064
+850
+9% +$18K 0.03% 597
2022
Q1 		$201K Buy
9,214
+44
+0.5% +$961 0.02% 655
2021
Q4 		$203K Sell
9,170
-200
-2% -$4.41K 0.02% 650
2021
Q3 		$207K Hold
9,370
– – 0.03% 621
2021
Q2 		$208K Buy
+9,370
New +$208K 0.03% 639
2019
Q2 		– Sell
-6,402
Closed -$145K – 666
2019
Q1 		$145K Sell
6,402
-5,571
-47% -$126K 0.02% 566
2018
Q4 		$261K Buy
11,973
+3,994
+50% +$90.9K 0.05% 360
2018
Q3 		$185K Sell
7,979
-2,183
-21% -$50.3K 0.03% 528
2018
Q2 		$233K Sell
10,162
-3,654
-26% -$84.3K 0.04% 439
2018
Q1 		$320K Sell
13,816
-7,768
-36% -$180K 0.06% 352
2017
Q4 		$497K Buy
+21,584
New +$498K 0.09% 244

Other funds holding BKLN

Ocean Park Asset Management
Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
BNP Paribas
BNP Paribas Paris, France $4.15B AUM 31.27% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $60.6B AUM 33.98% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

SeaCrest Wealth Management's BKLN Position: Q3 2026 in Review

SeaCrest Wealth Management sold out of Invesco Senior Loan ETF (BKLN) in Q3 2026, closing a stake of 11,100 shares — an estimated $226K sold.

SeaCrest Wealth Management first reported a position in BKLN in Q4 2017 and held it in 16 quarters. The position peaked at $497K in Q4 2017. 431 funds tracked by Wall St. Rank hold BKLN as of Q3 2026.

  • SeaCrest Wealth Management reported no remaining Invesco Senior Loan ETF position as of Q3 2026 after selling out during the quarter.
  • SeaCrest Wealth Management sold 11,100 Invesco Senior Loan ETF shares in Q3 2026, an estimated $226K.
  • SeaCrest Wealth Management first reported a position in Invesco Senior Loan ETF in Q4 2017 and held it in 16 quarters.
  • SeaCrest Wealth Management's Invesco Senior Loan ETF position peaked at $497K in Q4 2017.
  • 431 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q3 2026.

Based on SeaCrest Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.