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Westside Investment Management’s Invesco Senior Loan ETF BKLN Stock Holding History

Westside Investment 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
Q2 		– Sell
-461
Closed -$9.41K – 1449
2026
Q1 		$9.41K Hold
461
– – ﹤0.01% 1118
2025
Q4 		$9.68K Hold
461
– – ﹤0.01% 1094
2025
Q3 		$9.65K Hold
461
– – ﹤0.01% 1107
2025
Q2 		$9.64K Hold
461
– – ﹤0.01% 950
2025
Q1 		$9.54K Hold
461
– – ﹤0.01% 691
2024
Q4 		$9.71K Hold
461
– – ﹤0.01% 687
2024
Q3 		$9.69K Hold
461
– – ﹤0.01% 682
2024
Q2 		$9.7K Sell
461
-26
-5% -$549 ﹤0.01% 660
2024
Q1 		$10.3K Hold
487
– – ﹤0.01% 623
2023
Q4 		$10.3K Hold
487
– – ﹤0.01% 584
2023
Q3 		$10.2K Hold
487
– – ﹤0.01% 578
2023
Q2 		$10.2K Hold
487
– – ﹤0.01% 584
2023
Q1 		$10.1K Hold
487
– – ﹤0.01% 586
2022
Q4 		$9 Hold
487
– – ﹤0.01% 613
2022
Q3 		$9 Hold
487
– – ﹤0.01% 606
2022
Q2 		$9 Hold
487
– – ﹤0.01% 607
2022
Q1 		$10 Buy
487
+1
+0.2% +$22 ﹤0.01% 610
2021
Q4 		$10 Hold
486
– – ﹤0.01% 586
2021
Q3 		$10 Hold
486
– – ﹤0.01% 576
2021
Q2 		$10 Hold
486
– – ﹤0.01% 568
2021
Q1 		$10 Buy
+486
New +$10.8K ﹤0.01% 549
2019
Q2 		$18K Buy
+800
New +$18.2K 0.01% 392
2018
Q4 		$45.7K Sell
2,100
-1,800
-46% -$41K 0.02% 302
2018
Q3 		$90.4K Buy
+3,900
New +$89.9K 0.03% 213
2018
Q2 		– Sell
-3,588
Closed -$82.9K – 824
2018
Q1 		$82.9K Hold
3,588
– – 0.05% 231
2017
Q4 		$82.8K Hold
3,588
– – 0.04% 235
2017
Q3 		$83.1K Buy
3,588
+900
+33% +$20.8K 0.05% 218
2017
Q2 		$62.2K Buy
2,688
+1,888
+236% +$43.9K 0.04% 246
2017
Q1 		$18.6K Hold
800
– – 0.01% 366
2016
Q4 		$18.7K Buy
+800
New +$18.6K 0.01% 294

Other funds holding BKLN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
BP
BNP Paribas Paris, France $3.69B AUM 33.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
IMCOOI
Investment Management Corp of Ontario (IMCO) Toronto, Canada $7.9B AUM 35.91% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

Westside Investment Management's BKLN Position: Q2 2026 in Review

Westside Investment Management sold out of Invesco Senior Loan ETF (BKLN) in Q2 2026, closing a stake of 461 shares — an estimated $9.41K sold.

Westside Investment Management first reported a position in BKLN in Q4 2016 and held it in 30 quarters. The position peaked at $90.4K in Q3 2018. 503 funds tracked by Wall St. Rank hold BKLN as of Q2 2026.

  • Westside Investment Management reported no remaining Invesco Senior Loan ETF position as of Q2 2026 after selling out during the quarter.
  • Westside Investment Management sold 461 Invesco Senior Loan ETF shares in Q2 2026, an estimated $9.41K.
  • Westside Investment Management first reported a position in Invesco Senior Loan ETF in Q4 2016 and held it in 30 quarters.
  • Westside Investment Management's Invesco Senior Loan ETF position peaked at $90.4K in Q3 2018.
  • 503 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.