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Summit Investment Advisors’s Invesco Senior Loan ETF BKLN Stock Holding History

Summit Investment 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
2025
Q2 		$675K Buy
32,310
+3,799
+13% +$78.9K 0.56% 35
2025
Q1 		$593K Buy
28,511
+5,462
+24% +$115K 0.53% 34
2024
Q4 		$485K Buy
+23,049
New +$486K 0.43% 34

Other funds holding BKLN

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IMCOOI
Investment Management Corp of Ontario (IMCO) Toronto, Canada $7.9B AUM 35.91% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Summit Investment Advisors's BKLN Position: Q2 2025 in Review

Summit Investment Advisors increased its Invesco Senior Loan ETF (BKLN) stake by 13% in Q2 2025, buying an estimated $78.9K and bringing the position to 32,310 shares worth $675K. The position accounts for 0.56% of the portfolio, ranked #35.

Summit Investment Advisors first reported a position in BKLN in Q4 2024 and has held it in 3 quarters since. 520 funds tracked by Wall St. Rank hold BKLN as of Q2 2025.

  • Summit Investment Advisors held 32,310 shares of Invesco Senior Loan ETF worth $675K as of Q2 2025.
  • Summit Investment Advisors bought 3,799 Invesco Senior Loan ETF shares in Q2 2025, an estimated $78.9K.
  • Invesco Senior Loan ETF made up 0.56% of Summit Investment Advisors's portfolio in Q2 2025, its #35 holding.
  • Summit Investment Advisors first reported a position in Invesco Senior Loan ETF in Q4 2024 and has held it in 3 quarters since.
  • 520 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2025.

Based on Summit Investment Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.