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

CarsonAllaria 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
2024
Q3 		– Sell
-6,786
Closed -$29.2K – 429
2024
Q2 		$29.2K Buy
+6,786
New +$29.1K 0.02% 157

Other funds holding VVR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $66.5M AUM 10.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWA
Adapt Wealth Advisors Atlanta, Georgia $276M AUM 14.93% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

CarsonAllaria Wealth Management's VVR Position: Q3 2024 in Review

CarsonAllaria Wealth Management sold out of Invesco Senior Income Trust (VVR) in Q3 2024, closing a stake of 6,786 shares — an estimated $29.2K sold.

CarsonAllaria Wealth Management first reported a position in VVR in Q2 2024 and held it in 1 quarter. The position peaked at $29.2K in Q2 2024. 123 funds tracked by Wall St. Rank hold VVR as of Q3 2024.

  • CarsonAllaria Wealth Management reported no remaining Invesco Senior Income Trust position as of Q3 2024 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 6,786 Invesco Senior Income Trust shares in Q3 2024, an estimated $29.2K.
  • CarsonAllaria Wealth Management first reported a position in Invesco Senior Income Trust in Q2 2024 and held it in 1 quarter.
  • CarsonAllaria Wealth Management's Invesco Senior Income Trust position peaked at $29.2K in Q2 2024.
  • 123 funds tracked by Wall St. Rank held Invesco Senior Income Trust as of Q3 2024.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2024, filed 21 Oct 2024.