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Sequoia Financial Advisors’s Invesco Senior Loan ETF BKLN Stock Holding History

Sequoia Financial Advisors’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 		$273K Sell
13,422
-4,314
-24% -$88.5K ﹤0.01% 1743
2026
Q1 		$362K Sell
17,736
-6,505
-27% -$134K ﹤0.01% 1452
2025
Q4 		$509K Sell
24,241
-45,647
-65% -$955K ﹤0.01% 1270
2025
Q3 		$1.46M Sell
69,888
-25,436
-27% -$533K 0.01% 631
2025
Q2 		$1.99M Sell
95,324
-189,839
-67% -$3.94M 0.01% 474
2025
Q1 		$5.9M Sell
285,163
-133,726
-32% -$2.8M 0.05% 247
2024
Q4 		$8.83M Buy
+418,889
New +$8.83M 0.08% 187
2017
Q1 		– Sell
-13,405
Closed -$313K – 290
2016
Q4 		$313K Sell
13,405
-1,749
-12% -$40.6K 0.04% 188
2016
Q3 		$352K Buy
+15,154
New +$351K 0.07% 150
2016
Q1 		– Sell
-10,999
Closed -$246K – 205
2015
Q4 		$246K Sell
10,999
-179
-2% -$4.08K 0.1% 147
2015
Q3 		$258K Sell
11,178
-12,938
-54% -$304K 0.11% 136
2015
Q2 		$574K Buy
24,116
+2,343
+11% +$56.4K 0.24% 83
2015
Q1 		$525K Buy
21,773
+5,475
+34% +$132K 0.24% 88
2014
Q4 		$392K Sell
16,298
-3,505
-18% -$84.8K 0.27% 80
2014
Q3 		$481K Buy
19,803
+155
+0.8% +$3.82K 0.33% 72
2014
Q2 		$489K Sell
19,648
-2,852
-13% -$70.7K 0.37% 69
2014
Q1 		$558K Buy
22,500
+6,609
+42% +$164K 0.46% 62
2013
Q4 		$395K Buy
+15,891
New +$394K 0.33% 80

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

Sequoia Financial Advisors's BKLN Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Invesco Senior Loan ETF (BKLN) stake by 24% in Q2 2026, selling an estimated $88.5K and leaving 13,422 shares worth $273K. The position accounts for ﹤0.01% of the portfolio, ranked #1743.

Sequoia Financial Advisors first reported a position in BKLN in Q4 2013 and has held it in 18 quarters since. The position peaked at $8.83M in Q4 2024. 503 funds tracked by Wall St. Rank hold BKLN as of Q2 2026.

  • Sequoia Financial Advisors held 13,422 shares of Invesco Senior Loan ETF worth $273K as of Q2 2026.
  • Sequoia Financial Advisors sold 4,314 Invesco Senior Loan ETF shares in Q2 2026, an estimated $88.5K.
  • Invesco Senior Loan ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1743 holding.
  • Sequoia Financial Advisors first reported a position in Invesco Senior Loan ETF in Q4 2013 and has held it in 18 quarters since.
  • Sequoia Financial Advisors's Invesco Senior Loan ETF position peaked at $8.83M in Q4 2024.
  • 503 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.