SEC 13F Intelligence

Matrix Private Capital Group LLC / BKLN

Matrix Private Capital Group LLC’s Invesco Exch Traded Fd Tr II Position

Does Matrix Private Capital Group LLC own Invesco Exch Traded Fd Tr II (BKLN)? Yes169.0K shares worth $3M (+1.66% of its 13F portfolio) as of Q1 2026, down from 184.2K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
169.0K
% of Portfolio
+1.66%
Quarters Held
16
currently held

Position History BKLN

Reported value by quarter
Q1 ’22: $4MQ1 ’22Q2 ’22: $4MQ3 ’22: $4MQ3 ’22Q4 ’22: $2MQ1 ’23: $2MQ1 ’23Q2 ’23: $462,880Q3 ’23: $458,002Q3 ’23Q4 ’23: $218,578Q1 ’24: $478,413Q1 ’24Q2 ’24: $1MQ3 ’24: $2MQ3 ’24Q4 ’24: $3MQ1 ’25: $3MQ1 ’25Q2 ’25: $4MQ3 ’25: $4MQ3 ’25Q1 ’26: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026169.0K$3M+1.66%
Q3 2025184.2K$4M+2.04%
Q2 2025167.8K$4M+2.06%
Q1 2025141.9K$3M+1.76%
Q4 2024137.4K$3M+1.65%
Q3 2024113.7K$2M+1.38%
Q2 202466.8K$1M+0.88%
Q1 202422.6K$478,413+0.32%
Q4 202310.3K$218,578+0.17%
Q3 202321.8K$458,002+0.34%
Q2 202322.0K$462,880+0.34%
Q1 2023100.2K$2M+1.44%
Q4 2022113.4K$2M+1.52%
Q3 2022196.1K$4M+2.68%
Q2 2022194.5K$4M+2.25%
Q1 2022183.7K$4M+1.95%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Matrix Private Capital Group LLC’s full portfolio or all institutional holders of BKLN.