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Atria Wealth Solutions’s Invesco Senior Income Trust VVR Stock Holding History

Atria Wealth Solutions’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
2024
Q4 		– Sell
-31,186
Closed -$127K – 2101
2024
Q3 		$127K Sell
31,186
-14,163
-31% -$60.5K ﹤0.01% 1844
2024
Q2 		$195K Sell
45,349
-19,991
-31% -$85.8K ﹤0.01% 1791
2024
Q1 		$280K Sell
65,340
-22,319
-25% -$92.7K ﹤0.01% 1602
2023
Q4 		$359K Sell
87,659
-189
-0.2% -$755 ﹤0.01% 1375
2023
Q3 		$344K Buy
87,848
+42,260
+93% +$164K ﹤0.01% 1326
2023
Q2 		$176K Buy
45,588
+3,456
+8% +$12.8K ﹤0.01% 1732
2023
Q1 		$155K Buy
42,132
+1,926
+5% +$7.47K ﹤0.01% 1715
2022
Q4 		$154K Buy
40,206
+1,062
+3% +$4.04K ﹤0.01% 1656
2022
Q3 		$146K Buy
39,144
+1,282
+3% +$4.91K ﹤0.01% 1597
2022
Q2 		$147K Buy
37,862
+22,894
+153% +$92.1K ﹤0.01% 1495
2022
Q1 		$64K Buy
+14,968
New +$64.9K ﹤0.01% 1692

Other funds holding VVR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
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
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
AMG
Advisors Management Group La Crosse, Wisconsin $549M AUM 29.35% 1-Year Est. Return

Atria Wealth Solutions's VVR Position: Q4 2024 in Review

Atria Wealth Solutions sold out of Invesco Senior Income Trust (VVR) in Q4 2024, closing a stake of 31,186 shares — an estimated $127K sold.

Atria Wealth Solutions first reported a position in VVR in Q1 2022 and held it in 11 quarters. The position peaked at $359K in Q4 2023. 128 funds tracked by Wall St. Rank hold VVR as of Q4 2024.

  • Atria Wealth Solutions reported no remaining Invesco Senior Income Trust position as of Q4 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 31,186 Invesco Senior Income Trust shares in Q4 2024, an estimated $127K.
  • Atria Wealth Solutions first reported a position in Invesco Senior Income Trust in Q1 2022 and held it in 11 quarters.
  • Atria Wealth Solutions's Invesco Senior Income Trust position peaked at $359K in Q4 2023.
  • 128 funds tracked by Wall St. Rank held Invesco Senior Income Trust as of Q4 2024.

Based on Atria Wealth Solutions's 13F filing for Q4 2024, filed 31 Jan 2025.