Smartleaf Asset Management’s Invesco Senior Loan ETF BKLN Stock Holding History

Smartleaf Asset 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 Q1	$38.9K	Buy	1,913 +1,863	+3,726%	+$38.5K	﹤0.01%	1595
2025 Q4	$1.05K	Buy	50 +25	+100%	+$523	﹤0.01%	3154
2025 Q3	$522	Buy	+25	New	+$524	﹤0.01%	2848
2025 Q1	–	Sell	-66	Closed	-$1.39K	–	2878
2024 Q4	$1.39K	Hold	66	–	–	﹤0.01%	2617
2024 Q3	$1.38K	Buy	+66	New	+$1.39K	﹤0.01%	2585

Other funds holding BKLN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IMCOOI

Investment Management Corp of Ontario (IMCO) Toronto, Canada $7.76B AUM 99.29% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Smartleaf Asset Management's BKLN Position: Q1 2026 in Review

Smartleaf Asset Management increased its Invesco Senior Loan ETF (BKLN) stake by 3,726% in Q1 2026, buying an estimated $38.5K and bringing the position to 1,913 shares worth $38.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1595.

Smartleaf Asset Management first reported a position in BKLN in Q3 2024 and has held it in 5 quarters since. 501 funds tracked by Wall St. Rank hold BKLN as of Q1 2026.

Smartleaf Asset Management held 1,913 shares of Invesco Senior Loan ETF worth $38.9K as of Q1 2026.
Smartleaf Asset Management bought 1,863 Invesco Senior Loan ETF shares in Q1 2026, an estimated $38.5K.
Invesco Senior Loan ETF made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #1595 holding.
Smartleaf Asset Management first reported a position in Invesco Senior Loan ETF in Q3 2024 and has held it in 5 quarters since.
501 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.