True Wealth Design’s Invesco Senior Loan ETF BKLN Stock Holding History

True Wealth Design’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	$1.12K	Buy	+55	New	+$1.13K	﹤0.01%	1936

Other funds holding BKLN

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

Ninety One (UK)

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

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

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

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

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

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

FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM

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

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

True Wealth Design's BKLN Position: Q2 2026 in Review

True Wealth Design opened a new position in Invesco Senior Loan ETF (BKLN) in Q2 2026: 55 shares worth $1.12K. The stake represents ﹤0.01% of the portfolio and ranks #1936 among its holdings.

104 funds tracked by Wall St. Rank hold BKLN as of Q2 2026.

True Wealth Design held 55 shares of Invesco Senior Loan ETF worth $1.12K as of Q2 2026.
Invesco Senior Loan ETF was a new True Wealth Design position in Q2 2026.
Invesco Senior Loan ETF made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1936 holding.
104 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.