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Altus Wealth Group’s Invesco Senior Income Trust VVR Stock Holding History

Altus Wealth Group’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
2021
Q1 		– Sell
-395
Closed -$2K – 758
2020
Q4 		$2K Buy
+395
New +$1.49K ﹤0.01% 760

Other funds holding VVR

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Altus Wealth Group's VVR Position: Q1 2021 in Review

Altus Wealth Group sold out of Invesco Senior Income Trust (VVR) in Q1 2021, closing a stake of 395 shares — an estimated $2K sold.

Altus Wealth Group first reported a position in VVR in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 115 funds tracked by Wall St. Rank hold VVR as of Q1 2021.

  • Altus Wealth Group reported no remaining Invesco Senior Income Trust position as of Q1 2021 after selling out during the quarter.
  • Altus Wealth Group sold 395 Invesco Senior Income Trust shares in Q1 2021, an estimated $2K.
  • Altus Wealth Group first reported a position in Invesco Senior Income Trust in Q4 2020 and held it in 1 quarter.
  • Altus Wealth Group's Invesco Senior Income Trust position peaked at $2K in Q4 2020.
  • 115 funds tracked by Wall St. Rank held Invesco Senior Income Trust as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.