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

Whipplewood 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
2025
Q3 		– Sell
-170
Closed -$3.56K – 399
2025
Q2 		$3.56K Sell
170
-661
-80% -$13.7K ﹤0.01% 758
2025
Q1 		$3.42K Buy
831
+666
+404% +$14K ﹤0.01% 774
2024
Q4 		$3.48K Buy
+165
New +$3.48K ﹤0.01% 771

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 $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Whipplewood Advisors's BKLN Position: Q3 2025 in Review

Whipplewood Advisors sold out of Invesco Senior Loan ETF (BKLN) in Q3 2025, closing a stake of 170 shares — an estimated $3.56K sold.

Whipplewood Advisors first reported a position in BKLN in Q4 2024 and held it in 3 quarters. The position peaked at $3.56K in Q2 2025. 502 funds tracked by Wall St. Rank hold BKLN as of Q3 2025.

  • Whipplewood Advisors reported no remaining Invesco Senior Loan ETF position as of Q3 2025 after selling out during the quarter.
  • Whipplewood Advisors sold 170 Invesco Senior Loan ETF shares in Q3 2025, an estimated $3.56K.
  • Whipplewood Advisors first reported a position in Invesco Senior Loan ETF in Q4 2024 and held it in 3 quarters.
  • Whipplewood Advisors's Invesco Senior Loan ETF position peaked at $3.56K in Q2 2025.
  • 502 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q3 2025.

Based on Whipplewood Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.