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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
Q2 		$1.13M Sell
55,403
-4,701
-8% -$96.4K 0.03% 390
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 $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

WCG Wealth Advisors's BKLN Position: Q2 2026 in Review

WCG Wealth Advisors reduced its Invesco Senior Loan ETF (BKLN) stake by 7.8% in Q2 2026, selling an estimated $96.4K and leaving 55,403 shares worth $1.13M. The position accounts for 0.03% of the portfolio, ranked #390.

WCG Wealth Advisors first reported a position in BKLN in Q4 2023 and has held it in 5 quarters since. The position peaked at $1.23M in Q1 2026. 504 funds tracked by Wall St. Rank hold BKLN as of Q2 2026.

  • WCG Wealth Advisors held 55,403 shares of Invesco Senior Loan ETF worth $1.13M as of Q2 2026.
  • WCG Wealth Advisors sold 4,701 Invesco Senior Loan ETF shares in Q2 2026, an estimated $96.4K.
  • Invesco Senior Loan ETF made up 0.03% of WCG Wealth Advisors's portfolio in Q2 2026, its #390 holding.
  • WCG Wealth Advisors first reported a position in Invesco Senior Loan ETF in Q4 2023 and has held it in 5 quarters since.
  • WCG Wealth Advisors's Invesco Senior Loan ETF position peaked at $1.23M in Q1 2026.
  • 504 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.