Western Wealth Management’s Invesco Senior Loan ETF BKLN Stock Holding History

Western Wealth Management’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	$583K	Buy	28,575 +18,159	+174%	+$375K	0.02%	598
2025 Q4	$219K	Buy	10,416 +266	+3%	+$5.57K	0.01%	776
2025 Q3	$212K	Hold	10,150	–	–	0.01%	717
2025 Q2	$212K	Hold	10,150	–	–	0.01%	679
2025 Q1	$210K	Hold	10,150	–	–	0.01%	640
2024 Q4	$214K	Sell	10,150 -13,384	-57%	-$282K	0.01%	623
2024 Q3	$494K	Buy	23,534 +13,303	+130%	+$280K	0.03%	470
2024 Q2	$215K	Buy	+10,231	New	+$216K	0.02%	611
2024 Q1	–	Sell	-26,350	Closed	-$558K	–	654
2023 Q4	$558K	Buy	26,350 +314	+1%	+$6.59K	0.04%	381
2023 Q3	$546K	Buy	26,036 +3,204	+14%	+$67.5K	0.05%	369
2023 Q2	$480K	Buy	22,832 +362	+2%	+$7.54K	0.04%	378
2023 Q1	$467K	Buy	22,470 +5,863	+35%	+$123K	0.04%	384
2022 Q4	$341K	Buy	+16,607	New	+$344K	0.03%	429
2019 Q1	–	Sell	-9,802	Closed	-$212K	–	381
2018 Q4	$212K	Buy	+9,802	New	+$223K	0.06%	318

Other funds holding BKLN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

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

Western Wealth Management's BKLN Position: Q1 2026 in Review

Western Wealth Management increased its Invesco Senior Loan ETF (BKLN) stake by 174% in Q1 2026, buying an estimated $375K and bringing the position to 28,575 shares worth $583K. The position accounts for 0.02% of the portfolio, ranked #598.

Western Wealth Management first reported a position in BKLN in Q4 2018 and has held it in 14 quarters since. 501 funds tracked by Wall St. Rank hold BKLN as of Q1 2026.

Western Wealth Management held 28,575 shares of Invesco Senior Loan ETF worth $583K as of Q1 2026.
Western Wealth Management bought 18,159 Invesco Senior Loan ETF shares in Q1 2026, an estimated $375K.
Invesco Senior Loan ETF made up 0.02% of Western Wealth Management's portfolio in Q1 2026, its #598 holding.
Western Wealth Management first reported a position in Invesco Senior Loan ETF in Q4 2018 and has held it in 14 quarters since.
501 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.