SIM
BKLN icon

Synergy Investment Management’s Invesco Senior Loan ETF BKLN Stock Holding History

Synergy Investment Management’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 		$69.3K Buy
3,401
+130
+4% +$2.67K 0.02% 329
2026
Q1 		$66.8K Buy
+3,271
New +$67.6K 0.02% 247
2025
Q2 		– Sell
-3,271
Closed -$67.7K – 123
2025
Q1 		$67.7K Hold
3,271
– – 0.03% 206
2024
Q4 		$68.9K Buy
+3,271
New +$69K 0.03% 207

Other funds holding BKLN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
BP
BNP Paribas Paris, France $3.69B AUM 33.87% 1-Year Est. Return
Invesco
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
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

Synergy Investment Management's BKLN Position: Q2 2026 in Review

Synergy Investment Management increased its Invesco Senior Loan ETF (BKLN) stake by 4% in Q2 2026, buying an estimated $2.67K and bringing the position to 3,401 shares worth $69.3K. The position accounts for 0.02% of the portfolio, ranked #329.

Synergy Investment Management first reported a position in BKLN in Q4 2024 and has held it in 4 quarters since. 503 funds tracked by Wall St. Rank hold BKLN as of Q2 2026.

  • Synergy Investment Management held 3,401 shares of Invesco Senior Loan ETF worth $69.3K as of Q2 2026.
  • Synergy Investment Management bought 130 Invesco Senior Loan ETF shares in Q2 2026, an estimated $2.67K.
  • Invesco Senior Loan ETF made up 0.02% of Synergy Investment Management's portfolio in Q2 2026, its #329 holding.
  • Synergy Investment Management first reported a position in Invesco Senior Loan ETF in Q4 2024 and has held it in 4 quarters since.
  • 503 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.