VisionPoint Advisory Group’s Invesco Senior Loan ETF BKLN Stock Holding History

VisionPoint Advisory Group’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	$669K	Buy	32,831 +64	+0.2%	+$1.31K	0.11%	206
2026 Q1	$669K	Buy	+32,767	New	+$677K	0.13%	186
2025 Q2	–	Sell	-56,963	Closed	-$1.18M	–	362
2025 Q1	$1.18M	Buy	+56,963	New	+$1.19M	0.4%	66
2024 Q4	–	Sell	-2,835	Closed	-$59.6K	–	298
2024 Q3	$59.6K	Sell	2,835 -107,688	-97%	-$2.26M	0.02%	232
2024 Q2	$2.33M	Buy	110,523 +47,540	+75%	+$1M	0.83%	35
2024 Q1	$1.33M	Sell	62,983 -38,842	-38%	-$820K	0.48%	59
2023 Q4	$2.16M	Buy	101,825 +4,179	+4%	+$87.7K	0.8%	32
2023 Q3	$2.05M	Buy	97,646 +88,279	+942%	+$1.86M	0.88%	27
2023 Q2	$197K	Buy	+9,367	New	+$195K	0.08%	131
2022 Q3	–	Sell	-11,616	Closed	-$249K	–	97
2022 Q2	$249K	Sell	11,616 -34,404	-75%	-$729K	0.1%	88
2022 Q1	$959K	Sell	46,020 -2,595	-5%	-$56.7K	0.44%	47
2021 Q4	$1.07M	Buy	48,615 +14,290	+42%	+$315K	0.47%	47
2021 Q3	$761K	Sell	34,325 -20,578	-37%	-$455K	0.34%	57
2021 Q2	$1.22M	Sell	54,903 -8,515	-13%	-$189K	0.54%	54
2021 Q1	$1.4M	Buy	63,418 +4,864	+8%	+$108K	0.67%	48
2020 Q4	$1.3M	Buy	58,554 +35,774	+157%	+$785K	0.66%	41
2020 Q3	$495K	Buy	+22,780	New	+$495K	0.21%	60

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

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

MGIA

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

BCA

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

VisionPoint Advisory Group's BKLN Position: Q2 2026 in Review

VisionPoint Advisory Group increased its Invesco Senior Loan ETF (BKLN) stake by 0.2% in Q2 2026, buying an estimated $1.31K and bringing the position to 32,831 shares worth $669K. The position accounts for 0.11% of the portfolio, ranked #206.

VisionPoint Advisory Group first reported a position in BKLN in Q3 2020 and has held it in 17 quarters since. The position peaked at $2.33M in Q2 2024. 61 funds tracked by Wall St. Rank hold BKLN as of Q2 2026.

VisionPoint Advisory Group held 32,831 shares of Invesco Senior Loan ETF worth $669K as of Q2 2026.
VisionPoint Advisory Group bought 64 Invesco Senior Loan ETF shares in Q2 2026, an estimated $1.31K.
Invesco Senior Loan ETF made up 0.11% of VisionPoint Advisory Group's portfolio in Q2 2026, its #206 holding.
VisionPoint Advisory Group first reported a position in Invesco Senior Loan ETF in Q3 2020 and has held it in 17 quarters since.
VisionPoint Advisory Group's Invesco Senior Loan ETF position peaked at $2.33M in Q2 2024.
61 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.