Strategic Advocates’s Invesco Senior Loan ETF BKLN Stock Holding History

Strategic Advocates’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	–	Sell	-412	Closed	-$8.65K	–	300
2025 Q4	$8.65K	Hold	412	–	–	﹤0.01%	383
2025 Q3	$8.62K	Buy	+412	New	+$8.63K	﹤0.01%	363
2025 Q1	–	Sell	-31,817	Closed	-$670K	–	114
2024 Q4	$670K	Sell	31,817 -4,739	-13%	-$99.9K	0.23%	57
2024 Q3	$768K	Sell	36,556 -6,738	-16%	-$142K	0.28%	58
2024 Q2	$911K	Buy	43,294 +1,093	+3%	+$23.1K	0.36%	38
2024 Q1	$893K	Buy	42,201 +2,213	+6%	+$46.7K	0.34%	50
2023 Q4	$847K	Buy	39,988 +6,350	+19%	+$133K	0.36%	56
2023 Q3	$706K	Buy	+33,638	New	+$708K	0.33%	59

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

Strategic Advocates's BKLN Position: Q1 2026 in Review

Strategic Advocates sold out of Invesco Senior Loan ETF (BKLN) in Q1 2026, closing a stake of 412 shares — an estimated $8.65K sold.

Strategic Advocates first reported a position in BKLN in Q3 2023 and held it in 8 quarters. The position peaked at $911K in Q2 2024. 501 funds tracked by Wall St. Rank hold BKLN as of Q1 2026.

Strategic Advocates reported no remaining Invesco Senior Loan ETF position as of Q1 2026 after selling out during the quarter.
Strategic Advocates sold 412 Invesco Senior Loan ETF shares in Q1 2026, an estimated $8.65K.
Strategic Advocates first reported a position in Invesco Senior Loan ETF in Q3 2023 and held it in 8 quarters.
Strategic Advocates's Invesco Senior Loan ETF position peaked at $911K in Q2 2024.
501 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q1 2026.

Based on Strategic Advocates's 13F filing for Q1 2026, filed 15 May 2026.