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Center for Financial Planning’s Invesco Senior Income Trust VVR Stock Holding History

Center for Financial Planning’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
2023
Q3 		– Sell
-6,377
Closed -$24.6K – 578
2023
Q2 		$24.6K Buy
+6,377
New +$23.7K 0.01% 304

Other funds holding VVR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Center for Financial Planning's VVR Position: Q3 2023 in Review

Center for Financial Planning sold out of Invesco Senior Income Trust (VVR) in Q3 2023, closing a stake of 6,377 shares — an estimated $24.6K sold.

Center for Financial Planning first reported a position in VVR in Q2 2023 and held it in 1 quarter. The position peaked at $24.6K in Q2 2023. 139 funds tracked by Wall St. Rank hold VVR as of Q3 2023.

  • Center for Financial Planning reported no remaining Invesco Senior Income Trust position as of Q3 2023 after selling out during the quarter.
  • Center for Financial Planning sold 6,377 Invesco Senior Income Trust shares in Q3 2023, an estimated $24.6K.
  • Center for Financial Planning first reported a position in Invesco Senior Income Trust in Q2 2023 and held it in 1 quarter.
  • Center for Financial Planning's Invesco Senior Income Trust position peaked at $24.6K in Q2 2023.
  • 139 funds tracked by Wall St. Rank held Invesco Senior Income Trust as of Q3 2023.

Based on Center for Financial Planning's 13F filing for Q3 2023, filed 24 Oct 2023.