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WCG Wealth Advisors’s Invesco Senior Loan ETF BKLN Stock Holding History

WCG Wealth 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
Q1 		$1.23M Buy
60,104
+22,321
+59% +$461K 0.03% 344
2025
Q4 		$793K Buy
+37,783
New +$790K 0.02% 386
2024
Q2 		– Sell
-10,546
Closed -$223K – 278
2024
Q1 		$223K Buy
10,546
+194
+2% +$4.1K 0.02% 255
2023
Q4 		$219K Buy
+10,352
New +$217K 0.02% 293

Other funds holding BKLN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IMCOOI
Investment Management Corp of Ontario (IMCO) Toronto, Canada $7.76B AUM 99.29% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

WCG Wealth Advisors's BKLN Position: Q1 2026 in Review

WCG Wealth Advisors increased its Invesco Senior Loan ETF (BKLN) stake by 59% in Q1 2026, buying an estimated $461K and bringing the position to 60,104 shares worth $1.23M. The position accounts for 0.03% of the portfolio, ranked #344.

WCG Wealth Advisors first reported a position in BKLN in Q4 2023 and has held it in 4 quarters since. 501 funds tracked by Wall St. Rank hold BKLN as of Q1 2026.

  • WCG Wealth Advisors held 60,104 shares of Invesco Senior Loan ETF worth $1.23M as of Q1 2026.
  • WCG Wealth Advisors bought 22,321 Invesco Senior Loan ETF shares in Q1 2026, an estimated $461K.
  • Invesco Senior Loan ETF made up 0.03% of WCG Wealth Advisors's portfolio in Q1 2026, its #344 holding.
  • WCG Wealth Advisors first reported a position in Invesco Senior Loan ETF in Q4 2023 and has held it in 4 quarters since.
  • 501 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.