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Ausdal Financial Partners’s Invesco Senior Income Trust VVR Stock Holding History

Ausdal Financial Partners’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 		$646K Sell
200,239
-69,725
-26% -$224K 0.03% 499
2025
Q4 		$883K Sell
269,964
-37,150
-12% -$123K 0.04% 394
2025
Q3 		$1.06M Buy
+307,114
New +$1.12M 0.05% 353

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 $77.5M AUM 17.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return

Ausdal Financial Partners's VVR Position: Q1 2026 in Review

Ausdal Financial Partners reduced its Invesco Senior Income Trust (VVR) stake by 26% in Q1 2026, selling an estimated $224K and leaving 200,239 shares worth $646K. The position accounts for 0.03% of the portfolio, ranked #499.

Ausdal Financial Partners first reported a position in VVR in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.06M in Q3 2025. 136 funds tracked by Wall St. Rank hold VVR as of Q1 2026.

  • Ausdal Financial Partners held 200,239 shares of Invesco Senior Income Trust worth $646K as of Q1 2026.
  • Ausdal Financial Partners sold 69,725 Invesco Senior Income Trust shares in Q1 2026, an estimated $224K.
  • Invesco Senior Income Trust made up 0.03% of Ausdal Financial Partners's portfolio in Q1 2026, its #499 holding.
  • Ausdal Financial Partners first reported a position in Invesco Senior Income Trust in Q3 2025 and has held it in 3 quarters since.
  • Ausdal Financial Partners's Invesco Senior Income Trust position peaked at $1.06M in Q3 2025.
  • 136 funds tracked by Wall St. Rank held Invesco Senior Income Trust as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.