Wealthcare Capital Partners’s Invesco Senior Loan ETF BKLN Stock Holding History

Wealthcare Capital Partners’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	$752K	Buy	36,902 +3,778	+11%	+$77.5K	0.31%	67
2026 Q1	$676K	Buy	33,124 +5,531	+20%	+$114K	0.32%	61
2025 Q4	$579K	Buy	27,593 +944	+4%	+$19.7K	0.27%	72
2025 Q3	$558K	Buy	26,649 +3,543	+15%	+$74.2K	0.26%	71
2025 Q2	$483K	Buy	23,106 +2,012	+10%	+$41.8K	0.24%	75
2025 Q1	$437K	Buy	21,094 +2,459	+13%	+$51.6K	0.22%	73
2024 Q4	$393K	Buy	+18,635	New	+$393K	0.2%	77

Other funds holding BKLN

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

IWMWV

Ironwood Wealth Management (West Virginia) Hurricane, West Virginia $237M AUM 14.63% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Wealthcare Capital Partners's BKLN Position: Q2 2026 in Review

Wealthcare Capital Partners increased its Invesco Senior Loan ETF (BKLN) stake by 11% in Q2 2026, buying an estimated $77.5K and bringing the position to 36,902 shares worth $752K. The position accounts for 0.31% of the portfolio, ranked #67.

Wealthcare Capital Partners first reported a position in BKLN in Q4 2024 and has held it in 7 quarters since. 196 funds tracked by Wall St. Rank hold BKLN as of Q2 2026.

Wealthcare Capital Partners held 36,902 shares of Invesco Senior Loan ETF worth $752K as of Q2 2026.
Wealthcare Capital Partners bought 3,778 Invesco Senior Loan ETF shares in Q2 2026, an estimated $77.5K.
Invesco Senior Loan ETF made up 0.31% of Wealthcare Capital Partners's portfolio in Q2 2026, its #67 holding.
Wealthcare Capital Partners first reported a position in Invesco Senior Loan ETF in Q4 2024 and has held it in 7 quarters since.
196 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2026.

Based on Wealthcare Capital Partners's 13F filing for Q2 2026, filed 9 Jul 2026.