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Signature Estate & Investment Advisors’s Invesco Senior Loan ETF BKLN Stock Holding History

Signature Estate & Investment 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 		$2.62M Buy
128,655
+2,040
+2% +$41.8K 0.05% 152
2026
Q1 		$2.58M Buy
126,615
+24,175
+24% +$499K 0.05% 143
2025
Q4 		$2.15M Buy
102,440
+1,883
+2% +$39.4K 0.04% 158
2025
Q3 		$2.1M Buy
100,557
+12,006
+14% +$251K 0.04% 161
2025
Q2 		$1.85M Buy
88,551
+13,014
+17% +$270K 0.04% 162
2025
Q1 		$1.56M Sell
75,537
-3,395
-4% -$71.2K 0.04% 169
2024
Q4 		$1.66M Sell
78,932
-470
-0.6% -$9.91K 0.04% 161
2024
Q3 		$1.67M Buy
79,402
+20,691
+35% +$435K 0.04% 153
2024
Q2 		$1.24M Sell
58,711
-782
-1% -$16.5K 0.03% 166
2024
Q1 		$1.26M Buy
59,493
+5,641
+10% +$119K 0.04% 83
2023
Q4 		$1.14M Buy
53,852
+3,007
+6% +$63.1K 0.03% 96
2023
Q3 		$1.07M Buy
50,845
+1,709
+3% +$36K 0.04% 93
2023
Q2 		$1.03M Buy
49,136
+2,182
+5% +$45.5K 0.03% 97
2023
Q1 		$977K Buy
46,954
+3,551
+8% +$74.3K 0.03% 96
2022
Q4 		$891K Sell
43,403
-10,762
-20% -$223K 0.03% 103
2022
Q3 		$1.09M Buy
54,165
+1,797
+3% +$37.5K 0.05% 91
2022
Q2 		$1.06M Buy
+52,368
New +$1.11M 0.05% 91

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

Signature Estate & Investment Advisors's BKLN Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its Invesco Senior Loan ETF (BKLN) stake by 1.6% in Q2 2026, buying an estimated $41.8K and bringing the position to 128,655 shares worth $2.62M. The position accounts for 0.05% of the portfolio, ranked #152.

Signature Estate & Investment Advisors first reported a position in BKLN in Q2 2022 and has held it in 17 quarters since. 298 funds tracked by Wall St. Rank hold BKLN as of Q2 2026.

  • Signature Estate & Investment Advisors held 128,655 shares of Invesco Senior Loan ETF worth $2.62M as of Q2 2026.
  • Signature Estate & Investment Advisors bought 2,040 Invesco Senior Loan ETF shares in Q2 2026, an estimated $41.8K.
  • Invesco Senior Loan ETF made up 0.05% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #152 holding.
  • Signature Estate & Investment Advisors first reported a position in Invesco Senior Loan ETF in Q2 2022 and has held it in 17 quarters since.
  • 298 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.