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Wealthspire Advisors (New York)’s Invesco Senior Loan ETF BKLN Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-579
Closed -$12.1K – 1257
2025
Q3 		$12.1K Buy
+579
New +$12.1K ﹤0.01% 1919

Other funds holding BKLN

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IMCOOI
Investment Management Corp of Ontario (IMCO) Toronto, Canada $7.76B AUM 99.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BCC
Bain Capital Credit Boston, Massachusetts $303M AUM 15.47% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

Wealthspire Advisors (New York)'s BKLN Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Invesco Senior Loan ETF (BKLN) in Q4 2025, closing a stake of 579 shares — an estimated $12.1K sold.

Wealthspire Advisors (New York) first reported a position in BKLN in Q3 2025 and held it in 1 quarter. The position peaked at $12.1K in Q3 2025. 506 funds tracked by Wall St. Rank hold BKLN as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Invesco Senior Loan ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 579 Invesco Senior Loan ETF shares in Q4 2025, an estimated $12.1K.
  • Wealthspire Advisors (New York) first reported a position in Invesco Senior Loan ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Invesco Senior Loan ETF position peaked at $12.1K in Q3 2025.
  • 506 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.