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

Total Clarity 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
Q1 		$1.03M Sell
50,305
-1,534
-3% -$31.7K 0.24% 102
2025
Q4 		$1.09M Sell
51,839
-13,680
-21% -$286K 0.26% 96
2025
Q3 		$1.37M Sell
65,519
-1,924
-3% -$40.3K 0.36% 72
2025
Q2 		$1.41M Sell
67,443
-35,332
-34% -$733K 0.4% 64
2025
Q1 		$2.17M Hold
102,775
– – 0.71% 41
2024
Q4 		$2.17M Sell
102,775
-31,124
-23% -$656K 0.7% 41
2024
Q3 		$2.81M Buy
133,899
+4,426
+3% +$93K 0.91% 30
2024
Q2 		$2.72M Buy
129,473
+35,944
+38% +$759K 0.95% 28
2024
Q1 		$1.98M Buy
93,529
+19,482
+26% +$411K 0.69% 39
2023
Q4 		$1.57M Buy
74,047
+20,667
+39% +$433K 0.64% 44
2023
Q3 		$1.12M Sell
53,380
-566
-1% -$11.9K 0.54% 50
2023
Q2 		$1.14M Buy
+53,946
New +$1.12M 0.56% 53
2022
Q1 		– Sell
-47,201
Closed -$1.04M – 284
2021
Q4 		$1.04M Buy
47,201
+6,446
+16% +$142K 0.47% 53
2021
Q3 		$901K Buy
40,755
+2,556
+7% +$56.5K 0.43% 60
2021
Q2 		$846K Buy
38,199
+1,394
+4% +$30.9K 0.47% 61
2021
Q1 		$814K Buy
+36,805
New +$820K 0.47% 52

Other funds holding BKLN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IMCOOI
Investment Management Corp of Ontario (IMCO) Toronto, Canada $7.76B AUM 99.29% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Total Clarity Wealth Management's BKLN Position: Q1 2026 in Review

Total Clarity Wealth Management reduced its Invesco Senior Loan ETF (BKLN) stake by 3% in Q1 2026, selling an estimated $31.7K and leaving 50,305 shares worth $1.03M. The position accounts for 0.24% of the portfolio, ranked #102.

Total Clarity Wealth Management first reported a position in BKLN in Q1 2021 and has held it in 16 quarters since. The position peaked at $2.81M in Q3 2024. 501 funds tracked by Wall St. Rank hold BKLN as of Q1 2026.

  • Total Clarity Wealth Management held 50,305 shares of Invesco Senior Loan ETF worth $1.03M as of Q1 2026.
  • Total Clarity Wealth Management sold 1,534 Invesco Senior Loan ETF shares in Q1 2026, an estimated $31.7K.
  • Invesco Senior Loan ETF made up 0.24% of Total Clarity Wealth Management's portfolio in Q1 2026, its #102 holding.
  • Total Clarity Wealth Management first reported a position in Invesco Senior Loan ETF in Q1 2021 and has held it in 16 quarters since.
  • Total Clarity Wealth Management's Invesco Senior Loan ETF position peaked at $2.81M in Q3 2024.
  • 501 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q1 2026.

Based on Total Clarity Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.