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Invesco Senior Loan Etf otr shares owned by Iams Wealth Management

Quarter-by-quarter ownership of Invesco Senior Loan Etf otr (BKLN) shares owned by Iams Wealth Management from 13F filings

Historical chart of Iams Wealth Management investment in Invesco Senior Loan Etf otr

Tip: Access up to 7 years of quarterly data

All positions including Invesco Senior Loan Etf otr held by Iams Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Senior Loan Etf otr by Iams Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.9M 89k 21.00
2025-09-30 $1.0M 50k 20.93
2025-06-30 $588k 28k 20.92

More positions owned by Iams Wealth Management

Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Series Trust State Street Spd (BIL)
Microsoft Corporation (MSFT)
First Tr Exchange-traded Core Investment (FTCB)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Amazon (AMZN)
United Parcel Service CL B (UPS)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)
Meta Platforms Cl A (META)
First Tr Exchange Traded Nasd Tech Div (TDIV)

View all positions for Iams Wealth Management

Top funds holding Invesco Senior Loan Etf otr

Healthcare Of Ontario Pension Plan Trust Fund
BlackRock
Investment Management Corp of Ontario
UBS Group
Charles Schwab Investment Management
Invesco
Sankaty Advisors
Ensign Peak Advisors
LPL Financial
1607 Capital Partners
Diversify Advisory Services
Goldman Sachs Group
Assetmark
Bnp Paribas Arbitrage, Snc
Envestnet Asset Management

View all funds holding Invesco Senior Loan Etf otr