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United Capital Financial Advisors’s Invesco Senior Loan ETF BKLN Stock Holding History

United Capital Financial Advisors’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 		$250K Sell
12,269
-32
-0.3% -$656 ﹤0.01% 1448
2026
Q1 		$252K Sell
12,301
-1,347
-10% -$27.8K ﹤0.01% 1447
2025
Q4 		$287K Buy
+13,648
New +$286K ﹤0.01% 1186
2025
Q3 		– Sell
-13,584
Closed -$284K – 1209
2025
Q2 		$284K Buy
13,584
+36
+0.3% +$747 ﹤0.01% 940
2025
Q1 		$280K Buy
13,548
+745
+6% +$15.6K ﹤0.01% 912
2024
Q4 		$270K Buy
12,803
+528
+4% +$11.1K ﹤0.01% 918
2024
Q3 		$258K Sell
12,275
-96
-0.8% -$2.02K ﹤0.01% 927
2024
Q2 		$260K Sell
12,371
-320
-3% -$6.76K ﹤0.01% 898
2024
Q1 		$268K Sell
12,691
-7,673
-38% -$162K ﹤0.01% 920
2023
Q4 		$431K Sell
20,364
-11,499
-36% -$241K ﹤0.01% 761
2023
Q3 		$669K Buy
31,863
+158
+0.5% +$3.33K ﹤0.01% 587
2023
Q2 		$667K Sell
31,705
-17,324
-35% -$361K ﹤0.01% 636
2023
Q1 		$1.02M Buy
49,029
+8,982
+22% +$188K 0.01% 568
2022
Q4 		$822K Sell
40,047
-5,130
-11% -$106K ﹤0.01% 660
2022
Q3 		$912K Sell
45,177
-36,332
-45% -$758K 0.01% 629
2022
Q2 		$1.65M Buy
81,509
+23,632
+41% +$501K 0.01% 528
2022
Q1 		$1.26M Buy
57,877
+19,237
+50% +$420K 0.01% 621
2021
Q4 		$854K Buy
38,640
+836
+2% +$18.4K ﹤0.01% 716
2021
Q3 		$836K Buy
37,804
+3,696
+11% +$81.7K ﹤0.01% 724
2021
Q2 		$755K Sell
34,108
-5,939
-15% -$132K ﹤0.01% 765
2021
Q1 		$886K Buy
40,047
+838
+2% +$18.7K ﹤0.01% 698
2020
Q4 		$874K Sell
39,209
-2,988
-7% -$65.6K 0.01% 709
2020
Q3 		$917K Buy
42,197
+361
+0.9% +$7.84K 0.01% 688
2020
Q2 		$893K Sell
41,836
-836
-2% -$17.7K 0.01% 695
2020
Q1 		$873K Sell
42,672
-12,783
-23% -$278K 0.01% 666
2019
Q4 		$1.26M Sell
55,455
-205,899
-79% -$4.65M 0.01% 699
2019
Q3 		$5.9M Buy
261,354
+68,438
+35% +$1.55M 0.04% 373
2019
Q2 		$4.37M Sell
192,916
-97,628
-34% -$2.23M 0.03% 447
2019
Q1 		$6.58M Sell
290,544
-887,429
-75% -$20M 0.05% 359
2018
Q4 		$25.7M Buy
1,177,973
+707,730
+151% +$16.1M 0.2% 108
2018
Q3 		$10.9M Sell
470,243
-816,649
-63% -$18.8M 0.08% 284
2018
Q2 		$29.5M Buy
1,286,892
+12,238
+1% +$282K 0.22% 108
2018
Q1 		$29.5M Buy
1,274,654
+909,371
+249% +$21M 0.22% 104
2017
Q4 		$8.42M Buy
365,283
+61,007
+20% +$1.41M 0.07% 318
2017
Q3 		$7.05M Sell
304,276
-502,324
-62% -$11.6M 0.06% 335
2017
Q2 		$18.7M Buy
806,600
+545,977
+209% +$12.7M 0.17% 137
2017
Q1 		$6.06M Sell
260,623
-389,295
-60% -$9.07M 0.06% 341
2016
Q4 		$15.2M Buy
649,918
+488,169
+302% +$11.3M 0.15% 157
2016
Q3 		$3.75M Sell
161,749
-217,844
-57% -$5.05M 0.04% 442
2016
Q2 		$8.73M Sell
379,593
-83,112
-18% -$1.91M 0.09% 270
2016
Q1 		$10.5M Buy
462,705
+363,463
+366% +$8.09M 0.12% 188
2015
Q4 		$2.22M Sell
99,242
-313,573
-76% -$7.14M 0.03% 531
2015
Q3 		$9.51M Buy
412,815
+157,456
+62% +$3.7M 0.11% 197
2015
Q2 		$6.08M Buy
255,359
+139,458
+120% +$3.36M 0.07% 306
2015
Q1 		$2.8M Buy
115,901
+68,284
+143% +$1.64M 0.03% 481
2014
Q4 		$1.14M Sell
47,617
-97,434
-67% -$2.36M 0.02% 616
2014
Q3 		$3.52M Sell
145,051
-36,541
-20% -$901K 0.06% 309
2014
Q2 		$4.52M Buy
181,592
+107,080
+144% +$2.66M 0.08% 253
2014
Q1 		$1.85M Buy
74,512
+41,518
+126% +$1.03M 0.04% 369
2013
Q4 		$821K Buy
32,994
+1,092
+3% +$27.1K 0.03% 361
2013
Q3 		$787K Sell
31,902
-3,100
-9% -$76.9K 0.03% 375
2013
Q2 		$866K Buy
+35,002
New +$878K 0.02% 425

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

United Capital Financial Advisors's BKLN Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Invesco Senior Loan ETF (BKLN) stake by 0.26% in Q2 2026, selling an estimated $656 and leaving 12,269 shares worth $250K. The position accounts for ﹤0.01% of the portfolio, ranked #1448.

United Capital Financial Advisors first reported a position in BKLN in Q2 2013 and has held it in 52 quarters since. The position peaked at $29.5M in Q1 2018. 503 funds tracked by Wall St. Rank hold BKLN as of Q2 2026.

  • United Capital Financial Advisors held 12,269 shares of Invesco Senior Loan ETF worth $250K as of Q2 2026.
  • United Capital Financial Advisors sold 32 Invesco Senior Loan ETF shares in Q2 2026, an estimated $656.
  • Invesco Senior Loan ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1448 holding.
  • United Capital Financial Advisors first reported a position in Invesco Senior Loan ETF in Q2 2013 and has held it in 52 quarters since.
  • United Capital Financial Advisors's Invesco Senior Loan ETF position peaked at $29.5M in Q1 2018.
  • 503 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.