Tucker Asset Management’s Invesco Senior Loan ETF BKLN Stock Holding History

Tucker Asset 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	–	Sell	-2,834	Closed	-$59.5K	–	451
2025 Q4	$59.5K	Buy	+2,834	New	+$59.3K	0.02%	273
2023 Q1	–	Sell	-1,396	Closed	-$28.8K	–	1187
2022 Q4	$28.8K	Buy	+1,396	New	+$28.9K	0.01%	203
2022 Q1	–	Sell	-1,859	Closed	-$41K	–	561
2021 Q4	$41K	Hold	1,859	–	–	0.01%	108
2021 Q3	$41K	Buy	1,859 +1	+0.1%	+$22	0.01%	97
2021 Q2	$41.2K	Sell	1,858 -8,136	-81%	-$180K	0.02%	86
2021 Q1	$221K	Buy	9,994 +7,780	+351%	+$173K	0.12%	27
2020 Q4	$49.3K	Buy	+2,214	New	+$48.6K	0.03%	64

Other funds holding BKLN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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 San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

OPAM

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

Tucker Asset Management's BKLN Position: Q1 2026 in Review

Tucker Asset Management sold out of Invesco Senior Loan ETF (BKLN) in Q1 2026, closing a stake of 2,834 shares — an estimated $59.5K sold.

Tucker Asset Management first reported a position in BKLN in Q4 2020 and held it in 7 quarters. The position peaked at $221K in Q1 2021. 503 funds tracked by Wall St. Rank hold BKLN as of Q1 2026.

Tucker Asset Management reported no remaining Invesco Senior Loan ETF position as of Q1 2026 after selling out during the quarter.
Tucker Asset Management sold 2,834 Invesco Senior Loan ETF shares in Q1 2026, an estimated $59.5K.
Tucker Asset Management first reported a position in Invesco Senior Loan ETF in Q4 2020 and held it in 7 quarters.
Tucker Asset Management's Invesco Senior Loan ETF position peaked at $221K in Q1 2021.
503 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q1 2026.

Based on Tucker Asset Management's 13F filing for Q1 2026, filed 27 Aug 2026.