Yeomans Consulting Group’s Invesco Senior Loan ETF BKLN Stock Holding History

Yeomans Consulting Group’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 Q4	–	Sell	-361,454	Closed	-$7.56M	–	117
2025 Q3	$7.56M	Buy	361,454 +40,222	+13%	+$842K	2.61%	12
2025 Q2	$6.72M	Sell	321,232 -302,101	-48%	-$6.27M	2.78%	14
2025 Q1	$12.9M	Buy	623,333 +16,688	+3%	+$350K	4.99%	7
2024 Q4	$12.8M	Sell	606,645 -35,083	-5%	-$740K	4.79%	10
2024 Q3	$13.5M	Sell	641,728 -402,821	-39%	-$8.47M	5.04%	9
2024 Q2	$22M	Buy	1,044,549 +313,930	+43%	+$6.63M	8.49%	3
2024 Q1	$15.5M	Sell	730,619 -8,338	-1%	-$176K	6.77%	6
2023 Q4	$15.7M	Buy	+738,957	New	+$15.5M	7.79%	4

Other funds holding BKLN

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

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

IMCOOI

Investment Management Corp of Ontario (IMCO) Toronto, Canada $7.76B AUM 99.29% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

BCC

Bain Capital Credit Boston, Massachusetts $303M AUM 15.47% 1-Year Est. Return

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

Yeomans Consulting Group's BKLN Position: Q4 2025 in Review

Yeomans Consulting Group sold out of Invesco Senior Loan ETF (BKLN) in Q4 2025, closing a stake of 361,454 shares — an estimated $7.56M sold.

Yeomans Consulting Group first reported a position in BKLN in Q4 2023 and held it in 8 quarters. The position peaked at $22M in Q2 2024. 506 funds tracked by Wall St. Rank hold BKLN as of Q4 2025.

Yeomans Consulting Group reported no remaining Invesco Senior Loan ETF position as of Q4 2025 after selling out during the quarter.
Yeomans Consulting Group sold 361,454 Invesco Senior Loan ETF shares in Q4 2025, an estimated $7.56M.
Yeomans Consulting Group first reported a position in Invesco Senior Loan ETF in Q4 2023 and held it in 8 quarters.
Yeomans Consulting Group's Invesco Senior Loan ETF position peaked at $22M in Q2 2024.
506 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q4 2025.

Based on Yeomans Consulting Group's 13F filing for Q4 2025, filed 7 Jan 2026.