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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

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

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. 504 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.
  • 504 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.