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TopTier Wealth Management’s Invesco Senior Loan ETF BKLN Stock Holding History

TopTier Wealth 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 		$289K Sell
14,192
-16
-0.1% -$328 0.17% 110
2026
Q1 		$290K Buy
14,208
+211
+2% +$4.36K 0.18% 103
2025
Q4 		$294K Buy
+13,997
New +$293K 0.2% 104

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

TopTier Wealth Management's BKLN Position: Q2 2026 in Review

TopTier Wealth Management reduced its Invesco Senior Loan ETF (BKLN) stake by 0.11% in Q2 2026, selling an estimated $328 and leaving 14,192 shares worth $289K. The position accounts for 0.17% of the portfolio, ranked #110.

TopTier Wealth Management first reported a position in BKLN in Q4 2025 and has held it in 3 quarters since. The position peaked at $294K in Q4 2025. 503 funds tracked by Wall St. Rank hold BKLN as of Q2 2026.

  • TopTier Wealth Management held 14,192 shares of Invesco Senior Loan ETF worth $289K as of Q2 2026.
  • TopTier Wealth Management sold 16 Invesco Senior Loan ETF shares in Q2 2026, an estimated $328.
  • Invesco Senior Loan ETF made up 0.17% of TopTier Wealth Management's portfolio in Q2 2026, its #110 holding.
  • TopTier Wealth Management first reported a position in Invesco Senior Loan ETF in Q4 2025 and has held it in 3 quarters since.
  • TopTier Wealth Management's Invesco Senior Loan ETF position peaked at $294K in Q4 2025.
  • 503 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2026.

Based on TopTier Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.