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 Q1	$726K	Buy	+35,580	New	+$735K	0.13%	156

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

Sovereign Financial Group's BKLN Position: Q1 2026 in Review

Sovereign Financial Group opened a new position in Invesco Senior Loan ETF (BKLN) in Q1 2026: 35,580 shares worth $726K. The stake represents 0.13% of the portfolio and ranks #156 among its holdings.

501 funds tracked by Wall St. Rank hold BKLN as of Q1 2026.

Sovereign Financial Group held 35,580 shares of Invesco Senior Loan ETF worth $726K as of Q1 2026.
Invesco Senior Loan ETF was a new Sovereign Financial Group position in Q1 2026.
Invesco Senior Loan ETF made up 0.13% of Sovereign Financial Group's portfolio in Q1 2026, its #156 holding.
501 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q1 2026.

Based on Sovereign Financial Group's 13F filing for Q1 2026, filed 17 Apr 2026.