Wealthfront Advisers
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Wealthfront Advisers’s Invesco Senior Loan ETF BKLN Stock Holding History

Wealthfront Advisers’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 		$2.15M Sell
105,544
-14,462
-12% -$299K ﹤0.01% 591
2025
Q4 		$2.52M Buy
120,006
+3,791
+3% +$79.3K 0.01% 553
2025
Q3 		$2.43M Buy
116,215
+9,353
+9% +$196K 0.01% 551
2025
Q2 		$2.24M Buy
106,862
+3,896
+4% +$80.9K 0.01% 552
2025
Q1 		$2.13M Buy
102,966
+9,903
+11% +$208K 0.01% 522
2024
Q4 		$1.96M Buy
93,063
+32,100
+53% +$677K 0.01% 529
2024
Q3 		$1.28M Sell
60,963
-20,826
-25% -$438K ﹤0.01% 601
2024
Q2 		$1.72M Buy
81,789
+3,085
+4% +$65.1K 0.01% 518
2024
Q1 		$1.66M Buy
78,704
+11,939
+18% +$252K 0.01% 524
2023
Q4 		$1.41M Buy
66,765
+35,504
+114% +$745K 0.01% 530
2023
Q3 		$656K Buy
31,261
+11,899
+61% +$250K ﹤0.01% 641
2023
Q2 		$407K Buy
19,362
+9,402
+94% +$196K ﹤0.01% 720
2023
Q1 		$207K Sell
9,960
-1,712
-15% -$35.8K ﹤0.01% 793
2022
Q4 		$240K Buy
+11,672
New +$242K ﹤0.01% 745

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

Wealthfront Advisers's BKLN Position: Q1 2026 in Review

Wealthfront Advisers reduced its Invesco Senior Loan ETF (BKLN) stake by 12% in Q1 2026, selling an estimated $299K and leaving 105,544 shares worth $2.15M. The position accounts for ﹤0.01% of the portfolio, ranked #591.

Wealthfront Advisers first reported a position in BKLN in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.52M in Q4 2025. 501 funds tracked by Wall St. Rank hold BKLN as of Q1 2026.

  • Wealthfront Advisers held 105,544 shares of Invesco Senior Loan ETF worth $2.15M as of Q1 2026.
  • Wealthfront Advisers sold 14,462 Invesco Senior Loan ETF shares in Q1 2026, an estimated $299K.
  • Invesco Senior Loan ETF made up ﹤0.01% of Wealthfront Advisers's portfolio in Q1 2026, its #591 holding.
  • Wealthfront Advisers first reported a position in Invesco Senior Loan ETF in Q4 2022 and has held it in 14 quarters since.
  • Wealthfront Advisers's Invesco Senior Loan ETF position peaked at $2.52M in Q4 2025.
  • 501 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q1 2026.

Based on Wealthfront Advisers's 13F filing for Q1 2026, filed 5 May 2026.