Concord Wealth Partners’s Invesco Senior Income Trust VVR Stock Holding History

Concord Wealth 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 Q2	$2.35K	Buy	+785	New	+$2.4K	﹤0.01%	733

Other funds holding VVR

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

S4W

Solutions 4 Wealth Southlake, Texas $77.5M AUM 17.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Concord Wealth Partners's VVR Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Invesco Senior Income Trust (VVR) in Q2 2026: 785 shares worth $2.35K. The stake represents ﹤0.01% of the portfolio and ranks #733 among its holdings.

139 funds tracked by Wall St. Rank hold VVR as of Q2 2026.

Concord Wealth Partners held 785 shares of Invesco Senior Income Trust worth $2.35K as of Q2 2026.
Invesco Senior Income Trust was a new Concord Wealth Partners position in Q2 2026.
Invesco Senior Income Trust made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #733 holding.
139 funds tracked by Wall St. Rank held Invesco Senior Income Trust as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.