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 Q2	$3.01M	Buy	147,604 +67,853	+85%	+$1.39M	1.13%	26
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 $6.73T AUM 46.02% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

BNP Paribas Paris, France $3.69B AUM 33.87% 1-Year Est. Return

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 Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

Strategic Financial Partners's BKLN Position: Q2 2026 in Review

Strategic Financial Partners increased its Invesco Senior Loan ETF (BKLN) stake by 85% in Q2 2026, buying an estimated $1.39M and bringing the position to 147,604 shares worth $3.01M. The position accounts for 1.13% of the portfolio, ranked #26.

Strategic Financial Partners first reported a position in BKLN in Q4 2019 and has held it in 7 quarters since. 504 funds tracked by Wall St. Rank hold BKLN as of Q2 2026.

Strategic Financial Partners held 147,604 shares of Invesco Senior Loan ETF worth $3.01M as of Q2 2026.
Strategic Financial Partners bought 67,853 Invesco Senior Loan ETF shares in Q2 2026, an estimated $1.39M.
Invesco Senior Loan ETF made up 1.13% of Strategic Financial Partners's portfolio in Q2 2026, its #26 holding.
Strategic Financial Partners first reported a position in Invesco Senior Loan ETF in Q4 2019 and has held it in 7 quarters since.
504 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2026.

Based on Strategic Financial Partners's 13F filing for Q2 2026, filed 3 Aug 2026.