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SONA Asset Management (US)’s Invesco Senior Loan ETF BKLN Stock Holding History

SONA Asset Management (US)’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 		$158M Buy
+7,750,000
New +$160M 3.33% 7

Other funds holding BKLN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
Goldman Sachs
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

SONA Asset Management (US)'s BKLN Position: Q1 2026 in Review

SONA Asset Management (US) sold out of Invesco Senior Loan ETF (BKLN) in Q1 2026, closing a stake of 319,787 shares — an estimated $6.6M sold.

SONA Asset Management (US) first reported a position in BKLN in Q3 2025 and held it in 2 quarters. The position peaked at $6.72M in Q4 2025. 501 funds tracked by Wall St. Rank hold BKLN as of Q1 2026.

  • SONA Asset Management (US) reported no remaining Invesco Senior Loan ETF position as of Q1 2026 after selling out during the quarter.
  • SONA Asset Management (US) sold 319,787 Invesco Senior Loan ETF shares in Q1 2026, an estimated $6.6M.
  • SONA Asset Management (US) first reported a position in Invesco Senior Loan ETF in Q3 2025 and held it in 2 quarters.
  • SONA Asset Management (US)'s Invesco Senior Loan ETF position peaked at $6.72M in Q4 2025.
  • 501 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q1 2026.

Based on SONA Asset Management (US)'s 13F filing for Q1 2026, filed 15 May 2026.