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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
Q2 		$820K Sell
40,253
-10,052
-20% -$206K 0.16% 154
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 $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

Total Clarity Wealth Management's BKLN Position: Q2 2026 in Review

Total Clarity Wealth Management reduced its Invesco Senior Loan ETF (BKLN) stake by 20% in Q2 2026, selling an estimated $206K and leaving 40,253 shares worth $820K. The position accounts for 0.16% of the portfolio, ranked #154.

Total Clarity Wealth Management first reported a position in BKLN in Q1 2021 and has held it in 17 quarters since. The position peaked at $2.81M in Q3 2024. 504 funds tracked by Wall St. Rank hold BKLN as of Q2 2026.

  • Total Clarity Wealth Management held 40,253 shares of Invesco Senior Loan ETF worth $820K as of Q2 2026.
  • Total Clarity Wealth Management sold 10,052 Invesco Senior Loan ETF shares in Q2 2026, an estimated $206K.
  • Invesco Senior Loan ETF made up 0.16% of Total Clarity Wealth Management's portfolio in Q2 2026, its #154 holding.
  • Total Clarity Wealth Management first reported a position in Invesco Senior Loan ETF in Q1 2021 and has held it in 17 quarters since.
  • Total Clarity Wealth Management's Invesco Senior Loan ETF position peaked at $2.81M in Q3 2024.
  • 504 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2026.

Based on Total Clarity Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.