Westfuller Advisors’s Invesco Senior Loan ETF BKLN Stock Holding History

Westfuller Advisors’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	–	Sell	-317	Closed	-$6.55K	–	752
2025 Q4	$6.65K	Buy	317 +6	+2%	+$126	﹤0.01%	526
2025 Q3	$6.52K	Buy	+311	New	+$6.51K	﹤0.01%	510

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

Westfuller Advisors's BKLN Position: Q1 2026 in Review

Westfuller Advisors sold out of Invesco Senior Loan ETF (BKLN) in Q1 2026, closing a stake of 317 shares — an estimated $6.55K sold.

Westfuller Advisors first reported a position in BKLN in Q3 2025 and held it in 2 quarters. The position peaked at $6.65K in Q4 2025. 501 funds tracked by Wall St. Rank hold BKLN as of Q1 2026.

Westfuller Advisors reported no remaining Invesco Senior Loan ETF position as of Q1 2026 after selling out during the quarter.
Westfuller Advisors sold 317 Invesco Senior Loan ETF shares in Q1 2026, an estimated $6.55K.
Westfuller Advisors first reported a position in Invesco Senior Loan ETF in Q3 2025 and held it in 2 quarters.
Westfuller Advisors's Invesco Senior Loan ETF position peaked at $6.65K in Q4 2025.
501 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q1 2026.

Based on Westfuller Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.