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SOA Wealth Advisors’s Invesco Senior Loan ETF BKLN Stock Holding History

SOA Wealth 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 		$29.5K Buy
1,447
+21
+1% +$431 0.01% 467
2026
Q1 		$29.1K Buy
1,426
+22
+2% +$454 0.01% 445
2025
Q4 		$29.5K Buy
1,404
+23
+2% +$481 0.01% 448
2025
Q3 		$28.9K Buy
1,381
+24
+2% +$503 0.01% 456
2025
Q2 		$28.4K Buy
1,357
+26
+2% +$540 0.01% 447
2025
Q1 		$27.5K Buy
1,331
+22
+2% +$461 0.01% 417
2024
Q4 		$27.6K Buy
1,309
+25
+2% +$527 0.01% 406
2024
Q3 		$27K Buy
1,284
+30
+2% +$631 0.01% 406
2024
Q2 		$26.4K Buy
1,254
+26
+2% +$549 0.01% 396
2024
Q1 		$26K Buy
1,228
+24
+2% +$507 0.01% 401
2023
Q4 		$25.5K Buy
1,204
+26
+2% +$545 0.01% 390
2023
Q3 		$24.7K Sell
1,178
-163
-12% -$3.43K 0.01% 384
2023
Q2 		$28.2K Buy
1,341
+24
+2% +$500 0.01% 372
2023
Q1 		$27.4K Buy
1,317
+21
+2% +$440 0.01% 369
2022
Q4 		$26.6K Buy
1,296
+23
+2% +$477 0.01% 363
2022
Q3 		$25K Buy
1,273
+207
+19% +$4.32K 0.01% 349
2022
Q2 		$21K Buy
1,066
+9
+0.9% +$191 0.01% 373
2022
Q1 		$23K Buy
1,057
+8
+0.8% +$175 0.01% 437
2021
Q4 		$23K Buy
1,049
+8
+0.8% +$177 0.01% 420
2021
Q3 		$23K Buy
1,041
+8
+0.8% +$177 0.01% 427
2021
Q2 		$22K Buy
1,033
+8
+0.8% +$177 0.01% 441
2021
Q1 		$22K Buy
1,025
+3
+0.3% +$67 0.01% 385
2020
Q4 		$22K Buy
+1,022
New +$22.4K 0.01% 383

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

SOA Wealth Advisors's BKLN Position: Q2 2026 in Review

SOA Wealth Advisors increased its Invesco Senior Loan ETF (BKLN) stake by 1.5% in Q2 2026, buying an estimated $431 and bringing the position to 1,447 shares worth $29.5K. The position accounts for 0.01% of the portfolio, ranked #467.

SOA Wealth Advisors first reported a position in BKLN in Q4 2020 and has held it in 23 quarters since. 503 funds tracked by Wall St. Rank hold BKLN as of Q2 2026.

  • SOA Wealth Advisors held 1,447 shares of Invesco Senior Loan ETF worth $29.5K as of Q2 2026.
  • SOA Wealth Advisors bought 21 Invesco Senior Loan ETF shares in Q2 2026, an estimated $431.
  • Invesco Senior Loan ETF made up 0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #467 holding.
  • SOA Wealth Advisors first reported a position in Invesco Senior Loan ETF in Q4 2020 and has held it in 23 quarters since.
  • 503 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.