AW
VVR icon

Alteri Wealth’s Invesco Senior Income Trust VVR Stock Holding History

Alteri Wealth’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
2026
Q1 		$154K Hold
47,875
– – 0.05% 284
2025
Q4 		$157K Hold
47,875
– – 0.05% 277
2025
Q3 		$166K Buy
47,875
+4,000
+9% +$14.6K 0.06% 272
2025
Q2 		$167K Hold
43,875
– – 0.06% 263
2025
Q1 		$165K Buy
43,875
+4,600
+12% +$18.5K 0.07% 243
2024
Q4 		$155K Buy
+39,275
New +$155K 0.04% 239

Other funds holding VVR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 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 $376B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $852M AUM 0.1% 1-Year Est. Return