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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
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 $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

WealthShield Partners's BKLN Position: Q1 2026 in Review

WealthShield Partners reduced its Invesco Senior Loan ETF (BKLN) stake by 0.24% in Q1 2026, selling an estimated $165 and leaving 3,289 shares worth $67.1K. The position accounts for 0.01% of the portfolio, ranked #434.

WealthShield Partners first reported a position in BKLN in Q3 2021 and has held it in 19 quarters since. The position peaked at $430K in Q4 2021. 501 funds tracked by Wall St. Rank hold BKLN as of Q1 2026.

  • WealthShield Partners held 3,289 shares of Invesco Senior Loan ETF worth $67.1K as of Q1 2026.
  • WealthShield Partners sold 8 Invesco Senior Loan ETF shares in Q1 2026, an estimated $165.
  • Invesco Senior Loan ETF made up 0.01% of WealthShield Partners's portfolio in Q1 2026, its #434 holding.
  • WealthShield Partners first reported a position in Invesco Senior Loan ETF in Q3 2021 and has held it in 19 quarters since.
  • WealthShield Partners's Invesco Senior Loan ETF position peaked at $430K in Q4 2021.
  • 501 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.