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West Coast Financial’s Invesco Senior Loan ETF BKLN Stock Holding History

West Coast Financial’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
Q2 		– Sell
-9,753
Closed -$202K – 18
2025
Q1 		$202K Hold
9,753
– – 0.02% 161
2024
Q4 		$205K Hold
9,753
– – 0.02% 165
2024
Q3 		$205K Hold
9,753
– – 0.02% 171
2024
Q2 		$205K Hold
9,753
– – 0.02% 163
2024
Q1 		$206K Sell
9,753
-7,422
-43% -$157K 0.03% 159
2023
Q4 		$364K Sell
17,175
-1,790
-9% -$37.5K 0.05% 112
2023
Q3 		$398K Sell
18,965
-4,389
-19% -$92.4K 0.06% 100
2023
Q2 		$491K Buy
23,354
+98
+0.4% +$2.04K 0.07% 95
2023
Q1 		$484K Buy
23,256
+82
+0.4% +$1.72K 0.07% 92
2022
Q4 		$476K Buy
23,174
+85
+0.4% +$1.76K 0.08% 87
2022
Q3 		$466K Sell
23,089
-1,952
-8% -$40.7K 0.09% 84
2022
Q2 		$508K Sell
25,041
-1,083
-4% -$22.9K 0.09% 81
2022
Q1 		$569K Buy
26,124
+533
+2% +$11.6K 0.09% 80
2021
Q4 		$566K Buy
25,591
+854
+3% +$18.8K 0.08% 84
2021
Q3 		$547K Buy
24,737
+30
+0.1% +$663 0.09% 88
2021
Q2 		$547K Sell
24,707
-420
-2% -$9.32K 0.09% 90
2021
Q1 		$556K Buy
+25,127
New +$560K 0.1% 84

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
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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

West Coast Financial's BKLN Position: Q2 2025 in Review

West Coast Financial sold out of Invesco Senior Loan ETF (BKLN) in Q2 2025, closing a stake of 9,753 shares — an estimated $202K sold.

West Coast Financial first reported a position in BKLN in Q1 2021 and held it in 17 quarters. The position peaked at $569K in Q1 2022. 521 funds tracked by Wall St. Rank hold BKLN as of Q2 2025.

  • West Coast Financial reported no remaining Invesco Senior Loan ETF position as of Q2 2025 after selling out during the quarter.
  • West Coast Financial sold 9,753 Invesco Senior Loan ETF shares in Q2 2025, an estimated $202K.
  • West Coast Financial first reported a position in Invesco Senior Loan ETF in Q1 2021 and held it in 17 quarters.
  • West Coast Financial's Invesco Senior Loan ETF position peaked at $569K in Q1 2022.
  • 521 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2025.

Based on West Coast Financial's 13F filing for Q2 2025.