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180 Wealth Advisors’s Invesco Senior Income Trust VVR Stock Holding History

180 Wealth Advisors’s Portfolio VVR Stock Details VVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-16,500
Closed -$65.2K – 449
2024
Q4 		$65.2K Hold
16,500
– – 0.01% 419
2024
Q3 		$67.2K Hold
16,500
– – 0.01% 438
2024
Q2 		$71.9K Hold
16,500
– – 0.01% 426
2024
Q1 		$70.6K Hold
16,500
– – 0.01% 396
2023
Q4 		$68.3K Sell
16,500
-822
-5% -$3.29K 0.01% 377
2023
Q3 		$67.9K Sell
17,322
-1,652
-9% -$6.41K 0.02% 365
2023
Q2 		$73.8K Buy
18,974
+7,455
+65% +$27.7K 0.02% 360
2023
Q1 		$42.4K Buy
11,519
+91
+0.8% +$353 0.01% 361
2022
Q4 		$45.1K Buy
11,428
+176
+2% +$670 0.01% 364
2022
Q3 		$42K Buy
11,252
+59
+0.5% +$226 0.01% 354
2022
Q2 		$44K Buy
11,193
+56
+0.5% +$225 0.01% 366
2022
Q1 		$48K Buy
11,137
+41
+0.4% +$178 0.01% 374
2021
Q4 		$48K Buy
11,096
+78
+0.7% +$347 0.01% 374
2021
Q3 		$49K Buy
11,018
+975
+10% +$4.24K 0.01% 377
2021
Q2 		$43K Buy
10,043
+39
+0.4% +$167 0.01% 360
2021
Q1 		$42K Buy
+10,004
New +$41.5K 0.01% 343

Other funds holding VVR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
S4W
Solutions 4 Wealth Southlake, Texas $77.5M AUM 17.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AWA
Adapt Wealth Advisors Atlanta, Georgia $306M AUM 30.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

180 Wealth Advisors's VVR Position: Q1 2025 in Review

180 Wealth Advisors sold out of Invesco Senior Income Trust (VVR) in Q1 2025, closing a stake of 16,500 shares — an estimated $65.2K sold.

180 Wealth Advisors first reported a position in VVR in Q1 2021 and held it in 16 quarters. The position peaked at $73.8K in Q2 2023. 123 funds tracked by Wall St. Rank hold VVR as of Q1 2025.

  • 180 Wealth Advisors reported no remaining Invesco Senior Income Trust position as of Q1 2025 after selling out during the quarter.
  • 180 Wealth Advisors sold 16,500 Invesco Senior Income Trust shares in Q1 2025, an estimated $65.2K.
  • 180 Wealth Advisors first reported a position in Invesco Senior Income Trust in Q1 2021 and held it in 16 quarters.
  • 180 Wealth Advisors's Invesco Senior Income Trust position peaked at $73.8K in Q2 2023.
  • 123 funds tracked by Wall St. Rank held Invesco Senior Income Trust as of Q1 2025.

Based on 180 Wealth Advisors's 13F filing for Q1 2025, filed 9 Apr 2025.