Skip to content
Disclosery

BKLN INVESCO EXCH TRADED FD TR II

Follow

SR LN ETF (fund)

Filings received so far for Q3 2026: 21 13F filers report a position in BKLN shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q3 2026

Filers in the available 13F reports with a share position at 2026-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
FORM Wealth Advisors, LLC499,198$10.2M1.14%-34,47713F-HRTimeline
Matthew Goff Investment Advisor, LLC482,790$9.86M1.47%+35,60013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC169,999$3.47M0.41%+6,61013F-HRTimeline
Aletheian Wealth Advisors LLC100,586$2.05M0.83%+12,62413F-HRTimeline
Apella Capital, LLC66,990$1.37M0.02%-4,87313F-HRTimeline
FC Advisory LLC64,354$1.31M0.34%-1,68313F-HRTimeline
Balefire, LLC30,271$618K0.1%-2,56013F-HRTimeline
Farther Finance Advisors, LLC26,596$543K<0.01%-1,90413F-HRTimeline
Tactive Advisors, LLC26,501$541K0.13%+613F-HRTimeline
Stegent Equity Advisors, Inc.19,402$396K0.31%new13F-HRTimeline
DECISION INVESTMENTS, INC18,585$380K0.35%013F-HRTimeline
Scheeler Financial LLC18,207$372K0.28%13F-HRTimeline
First Heartland Consultants, Inc.14,297$292K0.02%new13F-HRTimeline
Worth Asset Management, LLC11,972$245K0.07%new13F-HRTimeline
Attessa Capital LLC10,784$220K0.09%new13F-HRTimeline
GoalVest Advisory LLC8,619$176K0.03%-15,49913F-HRTimeline
Bangor Savings Bank7,182$147K0.01%-4,08613F-HRTimeline
CoreCap Advisors, LLC6,997$143K<0.01%-18,57913F-HRTimeline
Olistico Wealth, LLC4,198$85.8K0.04%+1,35213F-HRTimeline
EASTERN BANK650$13.3K<0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…14$274<0.01%013F-HRTimeline