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Sovereign Financial Group’s Invesco Senior Loan ETF BKLN Stock Holding History

Sovereign Financial Group’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 		$657K Sell
32,247
-3,333
-9% -$68.4K 0.1% 179
2026
Q1 		$726K Buy
+35,580
New +$735K 0.13% 156

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

Sovereign Financial Group's BKLN Position: Q2 2026 in Review

Sovereign Financial Group reduced its Invesco Senior Loan ETF (BKLN) stake by 9.4% in Q2 2026, selling an estimated $68.4K and leaving 32,247 shares worth $657K. The position accounts for 0.1% of the portfolio, ranked #179.

Sovereign Financial Group first reported a position in BKLN in Q1 2026 and has held it in 2 quarters since. The position peaked at $726K in Q1 2026. 504 funds tracked by Wall St. Rank hold BKLN as of Q2 2026.

  • Sovereign Financial Group held 32,247 shares of Invesco Senior Loan ETF worth $657K as of Q2 2026.
  • Sovereign Financial Group sold 3,333 Invesco Senior Loan ETF shares in Q2 2026, an estimated $68.4K.
  • Invesco Senior Loan ETF made up 0.1% of Sovereign Financial Group's portfolio in Q2 2026, its #179 holding.
  • Sovereign Financial Group first reported a position in Invesco Senior Loan ETF in Q1 2026 and has held it in 2 quarters since.
  • Sovereign Financial Group's Invesco Senior Loan ETF position peaked at $726K in Q1 2026.
  • 504 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.