Triumph Capital Management’s Invesco Senior Loan ETF BKLN Stock Holding History

Triumph Capital 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	$1.41M	Buy	69,264 +7,056	+11%	+$145K	0.26%	91
2026 Q1	$1.27M	Buy	62,208 +1,896	+3%	+$39.2K	0.26%	90
2025 Q4	$1.27M	Sell	60,312 -419	-0.7%	-$8.77K	0.27%	77
2025 Q3	$1.27M	Sell	60,731 -14,610	-19%	-$306K	0.34%	72
2025 Q2	$1.58M	Sell	75,341 -21,688	-22%	-$450K	0.47%	51
2025 Q1	$2.01M	Buy	97,029 +6,352	+7%	+$133K	0.67%	30
2024 Q4	$1.91M	Sell	90,677 -2,113	-2%	-$44.6K	0.65%	31
2024 Q3	$1.95M	Sell	92,790 -51,518	-36%	-$1.08M	0.69%	32
2024 Q2	$3.04M	Sell	144,308 -18,128	-11%	-$383K	1.19%	19
2024 Q1	$3.43M	Buy	162,436 +12,570	+8%	+$265K	1.4%	15
2023 Q4	$3.17M	Buy	+149,866	New	+$3.14M	1.35%	15

Other funds holding BKLN

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

IWMWV

Ironwood Wealth Management (West Virginia) Hurricane, West Virginia $237M AUM 14.63% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

MBTD

Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return

FWA

FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM

FFO

Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

MGIA

Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

Triumph Capital Management's BKLN Position: Q2 2026 in Review

Triumph Capital Management increased its Invesco Senior Loan ETF (BKLN) stake by 11% in Q2 2026, buying an estimated $145K and bringing the position to 69,264 shares worth $1.41M. The position accounts for 0.26% of the portfolio, ranked #91.

Triumph Capital Management first reported a position in BKLN in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.43M in Q1 2024. 92 funds tracked by Wall St. Rank hold BKLN as of Q2 2026.

Triumph Capital Management held 69,264 shares of Invesco Senior Loan ETF worth $1.41M as of Q2 2026.
Triumph Capital Management bought 7,056 Invesco Senior Loan ETF shares in Q2 2026, an estimated $145K.
Invesco Senior Loan ETF made up 0.26% of Triumph Capital Management's portfolio in Q2 2026, its #91 holding.
Triumph Capital Management first reported a position in Invesco Senior Loan ETF in Q4 2023 and has held it in 11 quarters since.
Triumph Capital Management's Invesco Senior Loan ETF position peaked at $3.43M in Q1 2024.
92 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.