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

SHP 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
Q2 		$10.1K Buy
497
+8
+2% +$164 ﹤0.01% 978
2026
Q1 		$10K Buy
489
+6
+1% +$124 ﹤0.01% 892
2025
Q4 		$10.1K Buy
+483
New +$10.1K ﹤0.01% 830

Other funds holding BKLN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
SCM
Shenkman Capital Management New York $721M AUM 0.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
WG
Winton Group London, United Kingdom $3.09B AUM 40.4% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

SHP Wealth Management's BKLN Position: Q2 2026 in Review

SHP Wealth Management increased its Invesco Senior Loan ETF (BKLN) stake by 1.6% in Q2 2026, buying an estimated $164 and bringing the position to 497 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #978.

SHP Wealth Management first reported a position in BKLN in Q4 2025 and has held it in 3 quarters since. The position peaked at $10.1K in Q4 2025. 306 funds tracked by Wall St. Rank hold BKLN as of Q2 2026.

  • SHP Wealth Management held 497 shares of Invesco Senior Loan ETF worth $10.1K as of Q2 2026.
  • SHP Wealth Management bought 8 Invesco Senior Loan ETF shares in Q2 2026, an estimated $164.
  • Invesco Senior Loan ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #978 holding.
  • SHP Wealth Management first reported a position in Invesco Senior Loan ETF in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Invesco Senior Loan ETF position peaked at $10.1K in Q4 2025.
  • 306 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.