VisionPoint Advisory Group
BKLN icon

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
Q3 		$618K Sell
30,271
-2,560
-8% -$52.5K 0.1% 207
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

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Diversify Advisory Services
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Wealthcare Advisory Partners
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Mechanics Bank - Trust Department
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FORM Wealth Advisors
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Matthew Goff Investment Advisor
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VisionPoint Advisory Group's BKLN Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its Invesco Senior Loan ETF (BKLN) stake by 7.8% in Q3 2026, selling an estimated $52.5K and leaving 30,271 shares worth $618K. The position accounts for 0.1% of the portfolio, ranked #207.

VisionPoint Advisory Group first reported a position in BKLN in Q3 2020 and has held it in 18 quarters since. The position peaked at $2.33M in Q2 2024. 105 funds tracked by Wall St. Rank hold BKLN as of Q3 2026.

  • VisionPoint Advisory Group held 30,271 shares of Invesco Senior Loan ETF worth $618K as of Q3 2026.
  • VisionPoint Advisory Group sold 2,560 Invesco Senior Loan ETF shares in Q3 2026, an estimated $52.5K.
  • Invesco Senior Loan ETF made up 0.1% of VisionPoint Advisory Group's portfolio in Q3 2026, its #207 holding.
  • VisionPoint Advisory Group first reported a position in Invesco Senior Loan ETF in Q3 2020 and has held it in 18 quarters since.
  • VisionPoint Advisory Group's Invesco Senior Loan ETF position peaked at $2.33M in Q2 2024.
  • 105 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.