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Spire Wealth Management’s Invesco Senior Loan ETF BKLN Stock Holding History

Spire Wealth Management’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 		$2.58M Sell
126,560
-27,134
-18% -$557K 0.08% 228
2026
Q1 		$3.14M Buy
153,694
+410
+0.3% +$8.47K 0.11% 175
2025
Q4 		$3.22M Sell
153,284
-88,908
-37% -$1.86M 0.11% 172
2025
Q3 		$5.07M Buy
242,192
+6,771
+3% +$142K 0.17% 117
2025
Q2 		$4.93M Buy
235,421
+38,934
+20% +$808K 0.18% 108
2025
Q1 		$4.07M Buy
196,487
+32,370
+20% +$679K 0.13% 147
2024
Q4 		$3.46M Buy
164,117
+26,320
+19% +$555K 0.11% 161
2024
Q3 		$2.9M Sell
137,797
-250,938
-65% -$5.27M 0.1% 170
2024
Q2 		$8.18M Buy
388,735
+126,569
+48% +$2.67M 0.29% 78
2024
Q1 		$5.54M Buy
262,166
+67,321
+35% +$1.42M 0.1% 146
2023
Q4 		$4.12M Buy
194,845
+36,418
+23% +$764K 0.14% 168
2023
Q3 		$3.33M Buy
158,427
+22,196
+16% +$467K 0.13% 178
2023
Q2 		$2.87M Buy
136,231
+118,798
+681% +$2.48M 0.11% 188
2023
Q1 		$363K Buy
17,433
+2,124
+14% +$44.5K 0.01% 572
2022
Q4 		$314K Buy
15,309
+4,737
+45% +$98.2K 0.02% 451
2022
Q3 		$213K Sell
10,572
-6,147
-37% -$128K 0.01% 517
2022
Q2 		$339K Sell
16,719
-55,634
-77% -$1.18M 0.01% 591
2022
Q1 		$1.25M Buy
72,353
+14,130
+24% +$309K 0.03% 344
2021
Q4 		$1.29M Buy
58,223
+490
+0.8% +$10.8K 0.03% 399
2021
Q3 		$1.28M Sell
57,733
-52,688
-48% -$1.16M 0.03% 357
2021
Q2 		$2.45M Sell
110,421
-17,048
-13% -$378K 0.07% 258
2021
Q1 		$3M Buy
+127,469
New +$2.84M 0.08% 215

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

Spire Wealth Management's BKLN Position: Q2 2026 in Review

Spire Wealth Management reduced its Invesco Senior Loan ETF (BKLN) stake by 18% in Q2 2026, selling an estimated $557K and leaving 126,560 shares worth $2.58M. The position accounts for 0.08% of the portfolio, ranked #228.

Spire Wealth Management first reported a position in BKLN in Q1 2021 and has held it in 22 quarters since. The position peaked at $8.18M in Q2 2024. 103 funds tracked by Wall St. Rank hold BKLN as of Q2 2026.

  • Spire Wealth Management held 126,560 shares of Invesco Senior Loan ETF worth $2.58M as of Q2 2026.
  • Spire Wealth Management sold 27,134 Invesco Senior Loan ETF shares in Q2 2026, an estimated $557K.
  • Invesco Senior Loan ETF made up 0.08% of Spire Wealth Management's portfolio in Q2 2026, its #228 holding.
  • Spire Wealth Management first reported a position in Invesco Senior Loan ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Invesco Senior Loan ETF position peaked at $8.18M in Q2 2024.
  • 103 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.