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WealthShield Partners’s Invesco Senior Loan ETF BKLN Stock Holding History

WealthShield 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 		$5.56K Sell
273
-3,016
-92% -$61.9K ﹤0.01% 345
2026
Q1 		$67.1K Sell
3,289
-8
-0.2% -$165 0.01% 434
2025
Q4 		$69.2K Sell
3,297
-195
-6% -$4.08K 0.01% 422
2025
Q3 		$73.1K Buy
3,492
+1
+0% +$21 0.01% 417
2025
Q2 		$73K Sell
3,491
-59
-2% -$1.23K 0.01% 404
2025
Q1 		$73.5K Sell
3,550
-179
-5% -$3.75K 0.01% 395
2024
Q4 		$78.6K Buy
3,729
+2
+0.1% +$42 0.01% 360
2024
Q3 		$78.3K Buy
3,727
+12
+0.3% +$252 0.01% 367
2024
Q2 		$78.2K Sell
3,715
-200
-5% -$4.22K 0.01% 340
2024
Q1 		$82.8K Sell
3,915
-1,328
-25% -$28K 0.01% 331
2023
Q4 		$111K Sell
5,243
-55
-1% -$1.15K 0.02% 317
2023
Q3 		$111K Buy
5,298
+17
+0.3% +$358 0.02% 334
2023
Q2 		$111K Sell
5,281
-845
-14% -$17.6K 0.02% 332
2023
Q1 		$127K Sell
6,126
-12,068
-66% -$253K 0.02% 312
2022
Q4 		$374K Hold
18,194
– – 0.07% 224
2022
Q3 		$367K Buy
18,194
+379
+2% +$7.91K 0.07% 229
2022
Q2 		$361K Hold
17,815
– – 0.07% 230
2022
Q1 		$388K Sell
17,815
-1,630
-8% -$35.6K 0.06% 261
2021
Q4 		$430K Buy
19,445
+7,684
+65% +$170K 0.07% 202
2021
Q3 		$260K Buy
+11,761
New +$260K 0.07% 201

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

WealthShield Partners's BKLN Position: Q2 2026 in Review

WealthShield Partners reduced its Invesco Senior Loan ETF (BKLN) stake by 92% in Q2 2026, selling an estimated $61.9K and leaving 273 shares worth $5.56K. The position accounts for ﹤0.01% of the portfolio, ranked #345.

WealthShield Partners first reported a position in BKLN in Q3 2021 and has held it in 20 quarters since. The position peaked at $430K in Q4 2021. 504 funds tracked by Wall St. Rank hold BKLN as of Q2 2026.

  • WealthShield Partners held 273 shares of Invesco Senior Loan ETF worth $5.56K as of Q2 2026.
  • WealthShield Partners sold 3,016 Invesco Senior Loan ETF shares in Q2 2026, an estimated $61.9K.
  • Invesco Senior Loan ETF made up ﹤0.01% of WealthShield Partners's portfolio in Q2 2026, its #345 holding.
  • WealthShield Partners first reported a position in Invesco Senior Loan ETF in Q3 2021 and has held it in 20 quarters since.
  • WealthShield Partners's Invesco Senior Loan ETF position peaked at $430K in Q4 2021.
  • 504 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.