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Triad Wealth Partners’s Invesco Senior Loan ETF BKLN Stock Holding History

Triad Wealth Partners’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
Q3 		– Sell
-13,427
Closed -$281K – 376
2025
Q2 		$281K Sell
13,427
-687
-5% -$14.3K 0.06% 228
2025
Q1 		$292K Buy
+14,114
New +$296K 0.09% 163
2024
Q3 		– Sell
-398
Closed -$8.37K – 154
2024
Q2 		$8.37K Buy
+398
New +$8.4K ﹤0.01% 477

Other funds holding BKLN

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IMCOOI
Investment Management Corp of Ontario (IMCO) Toronto, Canada $7.9B AUM 35.91% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

Triad Wealth Partners's BKLN Position: Q3 2025 in Review

Triad Wealth Partners sold out of Invesco Senior Loan ETF (BKLN) in Q3 2025, closing a stake of 13,427 shares — an estimated $281K sold.

Triad Wealth Partners first reported a position in BKLN in Q2 2024 and held it in 3 quarters. The position peaked at $292K in Q1 2025. 502 funds tracked by Wall St. Rank hold BKLN as of Q3 2025.

  • Triad Wealth Partners reported no remaining Invesco Senior Loan ETF position as of Q3 2025 after selling out during the quarter.
  • Triad Wealth Partners sold 13,427 Invesco Senior Loan ETF shares in Q3 2025, an estimated $281K.
  • Triad Wealth Partners first reported a position in Invesco Senior Loan ETF in Q2 2024 and held it in 3 quarters.
  • Triad Wealth Partners's Invesco Senior Loan ETF position peaked at $292K in Q1 2025.
  • 502 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q3 2025.

Based on Triad Wealth Partners's 13F filing for Q3 2025, filed 30 Oct 2025.