Avantax Advisory Services’s Invesco Senior Income Trust VVR Stock Holding History

Avantax Advisory Services’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	$99.9K	Buy	26,287 +8,000	+44%	+$29K	﹤0.01%	2289
2025 Q1	$68.6K	Buy	+18,287	New	+$73.7K	﹤0.01%	2184
2024 Q4	–	Sell	-11,219	Closed	-$45.7K	–	2270
2024 Q3	$45.7K	Sell	11,219 -190	-2%	-$811	﹤0.01%	2099
2024 Q2	$49.2K	Buy	11,409 +190	+2%	+$815	﹤0.01%	2042
2024 Q1	$48K	Hold	11,219	–	–	﹤0.01%	1621
2023 Q4	$46K	Hold	11,219	–	–	﹤0.01%	1546
2023 Q3	$44K	Sell	11,219 -3,373	-23%	-$13.1K	﹤0.01%	1514
2023 Q2	$56.2K	Sell	14,592 -51,000	-78%	-$189K	﹤0.01%	1468
2023 Q1	$241K	Buy	65,592 +5,367	+9%	+$20.8K	﹤0.01%	1272
2022 Q4	$231K	Buy	60,225 +2,803	+5%	+$10.7K	﹤0.01%	1241
2022 Q3	$214K	Hold	57,422	–	–	﹤0.01%	1183
2022 Q2	$223K	Buy	+57,422	New	+$231K	﹤0.01%	1161
2020 Q2	–	Sell	-54,483	Closed	-$176K	–	900
2020 Q1	$176K	Sell	54,483 -7,293	-12%	-$28.9K	0.01%	733
2019 Q4	$265K	Buy	61,776 +8,533	+16%	+$35.6K	0.01%	670
2019 Q3	$225K	Buy	+53,243	New	+$223K	0.01%	509

Other funds holding VVR

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 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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Avantax Advisory Services's VVR Position: Q2 2025 in Review

Avantax Advisory Services increased its Invesco Senior Income Trust (VVR) stake by 44% in Q2 2025, buying an estimated $29K and bringing the position to 26,287 shares worth $99.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2289.

Avantax Advisory Services first reported a position in VVR in Q3 2019 and has held it in 15 quarters since. The position peaked at $265K in Q4 2019. 121 funds tracked by Wall St. Rank hold VVR as of Q2 2025.

Avantax Advisory Services held 26,287 shares of Invesco Senior Income Trust worth $99.9K as of Q2 2025.
Avantax Advisory Services bought 8,000 Invesco Senior Income Trust shares in Q2 2025, an estimated $29K.
Invesco Senior Income Trust made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2289 holding.
Avantax Advisory Services first reported a position in Invesco Senior Income Trust in Q3 2019 and has held it in 15 quarters since.
Avantax Advisory Services's Invesco Senior Income Trust position peaked at $265K in Q4 2019.
121 funds tracked by Wall St. Rank held Invesco Senior Income Trust as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.