BHWM
VVR icon

Beaird Harris Wealth Management’s Invesco Senior Income Trust VVR Stock Holding History

Beaird Harris Wealth Management’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
Q2 		$9.6K Hold
3,200
– – ﹤0.01% 398
2026
Q1 		$10.3K Hold
3,200
– – ﹤0.01% 360
2025
Q4 		$10.5K Hold
3,200
– – ﹤0.01% 393
2025
Q3 		$11.1K Hold
3,200
– – ﹤0.01% 377
2025
Q2 		$12.2K Hold
3,200
– – ﹤0.01% 368
2025
Q1 		$12K Hold
3,200
– – ﹤0.01% 348
2024
Q4 		$12.6K Hold
3,200
– – ﹤0.01% 342
2024
Q3 		$13K Sell
3,200
-137
-4% -$585 ﹤0.01% 320
2024
Q2 		$14.4K Buy
3,337
+137
+4% +$588 ﹤0.01% 335
2024
Q1 		$13.7K Hold
3,200
– – ﹤0.01% 308
2023
Q4 		$13.1K Hold
3,200
– – ﹤0.01% 310
2023
Q3 		$12.5K Hold
3,200
– – ﹤0.01% 259
2023
Q2 		$12.3K Hold
3,200
– – ﹤0.01% 256
2023
Q1 		$11.8K Hold
3,200
– – ﹤0.01% 259
2022
Q4 		$12.3K Hold
3,200
– – ﹤0.01% 303
2022
Q3 		$12K Hold
3,200
– – ﹤0.01% 269
2022
Q2 		$12K Hold
3,200
– – ﹤0.01% 238
2022
Q1 		$14K Hold
3,200
– – 0.01% 289
2021
Q4 		$14K Buy
+3,200
New +$14.2K 0.01% 366

Other funds holding VVR

BAM
Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $145M AUM 25.19% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Beaird Harris Wealth Management's VVR Position: Q2 2026 in Review

Beaird Harris Wealth Management held its Invesco Senior Income Trust (VVR) position steady in Q2 2026 at 3,200 shares worth $9.6K. The position accounts for ﹤0.01% of the portfolio, ranked #398.

Beaird Harris Wealth Management first reported a position in VVR in Q4 2021 and has held it in 19 quarters since. The position peaked at $14.4K in Q2 2024. 15 funds tracked by Wall St. Rank hold VVR as of Q2 2026.

  • Beaird Harris Wealth Management held 3,200 shares of Invesco Senior Income Trust worth $9.6K as of Q2 2026.
  • Beaird Harris Wealth Management left its Invesco Senior Income Trust share count unchanged in Q2 2026.
  • Invesco Senior Income Trust made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #398 holding.
  • Beaird Harris Wealth Management first reported a position in Invesco Senior Income Trust in Q4 2021 and has held it in 19 quarters since.
  • Beaird Harris Wealth Management's Invesco Senior Income Trust position peaked at $14.4K in Q2 2024.
  • 15 funds tracked by Wall St. Rank held Invesco Senior Income Trust as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.