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Advisor Resource Council’s Invesco Senior Income Trust VVR Stock Holding History

Advisor Resource Council’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
Q2 		– Sell
-18,190
Closed -$68.2K – 595
2025
Q1 		$68.2K Buy
+18,190
New +$73.3K 0.01% 570
2024
Q1 		– Sell
-25,690
Closed -$105K – 531
2023
Q4 		$105K Buy
+25,690
New +$103K 0.01% 477

Other funds holding VVR

Morgan Stanley
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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Advisor Resource Council's VVR Position: Q2 2025 in Review

Advisor Resource Council sold out of Invesco Senior Income Trust (VVR) in Q2 2025, closing a stake of 18,190 shares — an estimated $68.2K sold.

Advisor Resource Council first reported a position in VVR in Q4 2023 and held it in 2 quarters. The position peaked at $105K in Q4 2023. 121 funds tracked by Wall St. Rank hold VVR as of Q2 2025.

  • Advisor Resource Council reported no remaining Invesco Senior Income Trust position as of Q2 2025 after selling out during the quarter.
  • Advisor Resource Council sold 18,190 Invesco Senior Income Trust shares in Q2 2025, an estimated $68.2K.
  • Advisor Resource Council first reported a position in Invesco Senior Income Trust in Q4 2023 and held it in 2 quarters.
  • Advisor Resource Council's Invesco Senior Income Trust position peaked at $105K in Q4 2023.
  • 121 funds tracked by Wall St. Rank held Invesco Senior Income Trust as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.