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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

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IMCOOI
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Manulife (Manufacturers Life Insurance)
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Invesco
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Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
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Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return