Wealth Enhancement Advisory Services
BKLN icon

Wealth Enhancement Advisory Services’s Invesco Senior Loan ETF BKLN Stock Holding History

Wealth Enhancement Advisory Services’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 		$1.83M Sell
89,676
-1,787
-2% -$36.7K ﹤0.01% 1634
2026
Q1 		$1.87M Sell
91,463
-44,978
-33% -$929K ﹤0.01% 1425
2025
Q4 		$2.87M Buy
136,441
+8,101
+6% +$169K ﹤0.01% 1324
2025
Q3 		$2.68M Sell
128,340
-3,656
-3% -$76.6K ﹤0.01% 1278
2025
Q2 		$2.77M Buy
131,996
+20,373
+18% +$423K ﹤0.01% 1197
2025
Q1 		$2.31M Buy
111,623
+6,723
+6% +$141K ﹤0.01% 1176
2024
Q4 		$2.21M Buy
104,900
+22,741
+28% +$480K ﹤0.01% 1131
2024
Q3 		$1.73M Sell
82,159
-21,799
-21% -$458K ﹤0.01% 1130
2024
Q2 		$2.19M Buy
103,958
+7,990
+8% +$169K 0.01% 948
2024
Q1 		$2.03M Buy
95,968
+6,745
+8% +$142K 0.01% 936
2023
Q4 		$1.89M Sell
89,223
-198
-0.2% -$4.15K 0.01% 920
2023
Q3 		$1.88M Buy
+89,421
New +$1.88M 0.01% 882
2022
Q4 		– Sell
-13,440
Closed -$277K – 325
2022
Q3 		$277K Sell
13,440
-285
-2% -$5.95K ﹤0.01% 300
2022
Q2 		$282K Sell
13,725
-154
-1% -$3.26K ﹤0.01% 305
2022
Q1 		$304K Sell
13,879
-31
-0.2% -$677 ﹤0.01% 287
2021
Q4 		$306K Buy
13,910
+179
+1% +$3.95K ﹤0.01% 272
2021
Q3 		$303K Buy
13,731
+20
+0.1% +$442 ﹤0.01% 265
2021
Q2 		$303K Buy
13,711
+564
+4% +$12.5K ﹤0.01% 251
2021
Q1 		$292K Buy
+13,147
New +$293K 0.01% 245

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

Wealth Enhancement Advisory Services's BKLN Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Invesco Senior Loan ETF (BKLN) stake by 2% in Q2 2026, selling an estimated $36.7K and leaving 89,676 shares worth $1.83M. The position accounts for ﹤0.01% of the portfolio, ranked #1634.

Wealth Enhancement Advisory Services first reported a position in BKLN in Q1 2021 and has held it in 19 quarters since. The position peaked at $2.87M in Q4 2025. 503 funds tracked by Wall St. Rank hold BKLN as of Q2 2026.

  • Wealth Enhancement Advisory Services held 89,676 shares of Invesco Senior Loan ETF worth $1.83M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 1,787 Invesco Senior Loan ETF shares in Q2 2026, an estimated $36.7K.
  • Invesco Senior Loan ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1634 holding.
  • Wealth Enhancement Advisory Services first reported a position in Invesco Senior Loan ETF in Q1 2021 and has held it in 19 quarters since.
  • Wealth Enhancement Advisory Services's Invesco Senior Loan ETF position peaked at $2.87M in Q4 2025.
  • 503 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.