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

Yukon 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
2025
Q3 		– Sell
-9,589
Closed -$201K – 130
2025
Q2 		$201K Buy
+9,589
New +$199K 0.07% 114

Other funds holding BKLN

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IMCOOI
Investment Management Corp of Ontario (IMCO) Toronto, Canada $7.9B AUM 35.91% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $34.9B AUM 72.7% 1-Year Est. Return

Yukon Wealth Management's BKLN Position: Q3 2025 in Review

Yukon Wealth Management sold out of Invesco Senior Loan ETF (BKLN) in Q3 2025, closing a stake of 9,589 shares — an estimated $201K sold.

Yukon Wealth Management first reported a position in BKLN in Q2 2025 and held it in 1 quarter. The position peaked at $201K in Q2 2025. 502 funds tracked by Wall St. Rank hold BKLN as of Q3 2025.

  • Yukon Wealth Management reported no remaining Invesco Senior Loan ETF position as of Q3 2025 after selling out during the quarter.
  • Yukon Wealth Management sold 9,589 Invesco Senior Loan ETF shares in Q3 2025, an estimated $201K.
  • Yukon Wealth Management first reported a position in Invesco Senior Loan ETF in Q2 2025 and held it in 1 quarter.
  • Yukon Wealth Management's Invesco Senior Loan ETF position peaked at $201K in Q2 2025.
  • 502 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q3 2025.

Based on Yukon Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.