Strategic Financial Partners’s Invesco Senior Loan ETF BKLN Stock Holding History

Strategic Financial Partners’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	$1.63M	Buy	79,751 +53,471	+203%	+$1.1M	0.7%	27
2025 Q4	$552K	Buy	26,280 +3,513	+15%	+$73.5K	0.24%	50
2025 Q3	$477K	Buy	22,767 +512	+2%	+$10.7K	0.22%	53
2025 Q2	$466K	Buy	+22,255	New	+$462K	0.22%	53
2020 Q2	–	Sell	-12,461	Closed	-$255K	–	61
2020 Q1	$255K	Buy	12,461 +3,641	+41%	+$79.3K	0.27%	54
2019 Q4	$201K	Buy	+8,820	New	+$199K	0.16%	67

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 Financial Partners's BKLN Position: Q1 2026 in Review

Strategic Financial Partners increased its Invesco Senior Loan ETF (BKLN) stake by 203% in Q1 2026, buying an estimated $1.1M and bringing the position to 79,751 shares worth $1.63M. The position accounts for 0.7% of the portfolio, ranked #27.

Strategic Financial Partners first reported a position in BKLN in Q4 2019 and has held it in 6 quarters since. 501 funds tracked by Wall St. Rank hold BKLN as of Q1 2026.

Strategic Financial Partners held 79,751 shares of Invesco Senior Loan ETF worth $1.63M as of Q1 2026.
Strategic Financial Partners bought 53,471 Invesco Senior Loan ETF shares in Q1 2026, an estimated $1.1M.
Invesco Senior Loan ETF made up 0.7% of Strategic Financial Partners's portfolio in Q1 2026, its #27 holding.
Strategic Financial Partners first reported a position in Invesco Senior Loan ETF in Q4 2019 and has held it in 6 quarters since.
501 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q1 2026.

Based on Strategic Financial Partners's 13F filing for Q1 2026, filed 1 May 2026.