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 New York $1.66T AUM 25.57% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

S4W

Solutions 4 Wealth Southlake, Texas $66.5M AUM 10.15% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AWA

Adapt Wealth Advisors Atlanta, Georgia $276M AUM 14.93% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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. 122 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.
122 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.