Stegent Equity Advisors’s Invesco Senior Loan ETF BKLN Stock Holding History

Stegent Equity Advisors’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 Q3	$396K	Buy	+19,402	New	+$398K	0.31%	71

Other funds holding BKLN

Mechanics Bank - Trust Department Walnut Creek, California $798M AUM 16.67% 1-Year Est. Return

FORM Wealth Advisors Lake Geneva, Wisconsin $896M AUM 12.75% 1-Year Est. Return

Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return

WT Wealth Management Scottsdale, Arizona $357M AUM 15.82% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return

Perennial Advisors New York $669M AUM 17.88% 1-Year Est. Return

Aletheian Wealth Advisors Bellevue, Washington $249M AUM

Stegent Equity Advisors's BKLN Position: Q3 2026 in Review

Stegent Equity Advisors opened a new position in Invesco Senior Loan ETF (BKLN) in Q3 2026: 19,402 shares worth $396K. The stake represents 0.31% of the portfolio and ranks #71 among its holdings.

38 funds tracked by Wall St. Rank hold BKLN as of Q3 2026.

Stegent Equity Advisors held 19,402 shares of Invesco Senior Loan ETF worth $396K as of Q3 2026.
Invesco Senior Loan ETF was a new Stegent Equity Advisors position in Q3 2026.
Invesco Senior Loan ETF made up 0.31% of Stegent Equity Advisors's portfolio in Q3 2026, its #71 holding.
38 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q3 2026.

Based on Stegent Equity Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.