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Sowell Financial Services’s Invesco Senior Loan ETF BKLN Stock Holding History

Sowell Financial Services’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 		$511K Sell
25,085
-643
-2% -$13.2K 0.02% 642
2026
Q1 		$525K Buy
25,728
+385
+2% +$7.95K 0.02% 623
2025
Q4 		$532K Buy
25,343
+1,003
+4% +$21K 0.02% 623
2025
Q3 		$509K Sell
24,340
-367
-1% -$7.69K 0.02% 624
2025
Q2 		$517K Buy
24,707
+919
+4% +$19.1K 0.02% 602
2025
Q1 		$492K Buy
23,788
+656
+3% +$13.8K 0.02% 590
2024
Q4 		$487K Buy
23,132
+3,221
+16% +$67.9K 0.03% 415
2024
Q3 		$418K Buy
19,911
+19
+0.1% +$399 0.02% 462
2024
Q2 		$419K Sell
19,892
-317
-2% -$6.69K 0.02% 453
2024
Q1 		$427K Buy
20,209
+63
+0.3% +$1.33K 0.02% 474
2023
Q4 		$427K Buy
20,146
+1,718
+9% +$36K 0.02% 448
2023
Q3 		$387K Sell
18,428
-13,443
-42% -$283K 0.02% 436
2023
Q2 		$671K Buy
31,871
+17,692
+125% +$369K 0.04% 417
2023
Q1 		$295K Sell
14,179
-15,832
-53% -$331K 0.02% 560
2022
Q4 		$616K Buy
30,011
+15,664
+109% +$325K 0.04% 398
2022
Q3 		$290K Buy
+14,347
New +$299K 0.03% 375
2022
Q1 		– Sell
-14,412
Closed -$319K – 201
2021
Q4 		$319K Sell
14,412
-2,085
-13% -$46K 0.02% 477
2021
Q3 		$365K Sell
16,497
-6,199
-27% -$137K 0.02% 434
2021
Q2 		$503K Buy
22,696
+1,814
+9% +$40.2K 0.03% 416
2021
Q1 		$463K Buy
20,882
+19,028
+1,026% +$424K 0.02% 676
2020
Q4 		$41K Buy
1,854
+895
+93% +$19.6K ﹤0.01% 1468
2020
Q3 		$21K Sell
959
-840
-47% -$18.3K ﹤0.01% 1529
2020
Q2 		$38K Sell
1,799
-668
-27% -$14.1K ﹤0.01% 1258
2020
Q1 		$50K Sell
2,467
-4,072
-62% -$88.7K ﹤0.01% 1059
2019
Q4 		$149K Sell
6,539
-3,382
-34% -$76.3K 0.01% 799
2019
Q3 		$224K Buy
+9,921
New +$225K 0.02% 601
2019
Q1 		$717K Sell
31,670
-5,275
-14% -$119K 0.08% 256
2018
Q4 		$805K Sell
36,945
-3,663
-9% -$83.4K 0.11% 194
2018
Q3 		$941K Sell
40,608
-509
-1% -$11.7K 0.14% 122
2018
Q2 		$948K Buy
+41,117
New +$948K 0.2% 114

Other funds holding BKLN

OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
IWMWV
Ironwood Wealth Management (West Virginia) Hurricane, West Virginia $237M AUM 14.63% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
MBTD
Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return
FWA
FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

Sowell Financial Services's BKLN Position: Q2 2026 in Review

Sowell Financial Services reduced its Invesco Senior Loan ETF (BKLN) stake by 2.5% in Q2 2026, selling an estimated $13.2K and leaving 25,085 shares worth $511K. The position accounts for 0.02% of the portfolio, ranked #642.

Sowell Financial Services first reported a position in BKLN in Q2 2018 and has held it in 30 quarters since. The position peaked at $948K in Q2 2018. 92 funds tracked by Wall St. Rank hold BKLN as of Q2 2026.

  • Sowell Financial Services held 25,085 shares of Invesco Senior Loan ETF worth $511K as of Q2 2026.
  • Sowell Financial Services sold 643 Invesco Senior Loan ETF shares in Q2 2026, an estimated $13.2K.
  • Invesco Senior Loan ETF made up 0.02% of Sowell Financial Services's portfolio in Q2 2026, its #642 holding.
  • Sowell Financial Services first reported a position in Invesco Senior Loan ETF in Q2 2018 and has held it in 30 quarters since.
  • Sowell Financial Services's Invesco Senior Loan ETF position peaked at $948K in Q2 2018.
  • 92 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.