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

Strategic Wealth 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	$4.83K	Hold	237	–	–	﹤0.01%	1066
2026 Q1	$4.84K	Hold	237	–	–	﹤0.01%	1037
2025 Q4	$4.98K	Sell	237 -79	-25%	-$1.65K	﹤0.01%	1047
2025 Q3	$6.61K	Sell	316 -633	-67%	-$13.3K	﹤0.01%	988
2025 Q2	$19.9K	Buy	+949	New	+$19.7K	﹤0.01%	651
2019 Q2	–	Sell	-500	Closed	-$11K	–	737
2019 Q1	$11K	Hold	500	–	–	0.01%	475
2018 Q4	$11K	Sell	500 -4,504	-90%	-$103K	0.01%	431
2018 Q3	$116K	Hold	5,004	–	–	0.06%	163
2018 Q2	$115K	Buy	+5,004	New	+$115K	0.07%	185
2018 Q1	–	Sell	-500	Closed	-$12K	–	788
2017 Q4	$12K	Buy	+500	New	+$11.5K	0.01%	441

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 Wealth Partners's BKLN Position: Q2 2026 in Review

Strategic Wealth Partners held its Invesco Senior Loan ETF (BKLN) position steady in Q2 2026 at 237 shares worth $4.83K. The position accounts for ﹤0.01% of the portfolio, ranked #1066.

Strategic Wealth Partners first reported a position in BKLN in Q4 2017 and has held it in 10 quarters since. The position peaked at $116K in Q3 2018. 503 funds tracked by Wall St. Rank hold BKLN as of Q2 2026.

Strategic Wealth Partners held 237 shares of Invesco Senior Loan ETF worth $4.83K as of Q2 2026.
Strategic Wealth Partners left its Invesco Senior Loan ETF share count unchanged in Q2 2026.
Invesco Senior Loan ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #1066 holding.
Strategic Wealth Partners first reported a position in Invesco Senior Loan ETF in Q4 2017 and has held it in 10 quarters since.
Strategic Wealth Partners's Invesco Senior Loan ETF position peaked at $116K in Q3 2018.
503 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.