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Concurrent Investment Advisors’s Invesco Senior Income Trust VVR Stock Holding History

Concurrent Investment Advisors’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
Q1 		$334K Buy
103,626
+11,702
+13% +$37.6K ﹤0.01% 1421
2025
Q4 		$301K Buy
91,924
+2,475
+3% +$8.17K ﹤0.01% 1401
2025
Q3 		$309K Sell
89,449
-18,035
-17% -$65.8K 0.01% 1140
2025
Q2 		$408K Sell
107,484
-3,667
-3% -$13.3K 0.01% 929
2025
Q1 		$417K Buy
111,151
+1,514
+1% +$6.1K 0.01% 800
2024
Q4 		$433K Sell
109,637
-2,363
-2% -$9.31K 0.01% 713
2024
Q3 		$456K Buy
112,000
+9,343
+9% +$39.9K 0.01% 647
2024
Q2 		$442K Buy
102,657
+47,927
+88% +$206K 0.01% 630
2024
Q1 		$234K Hold
54,730
– – 0.01% 748
2023
Q4 		$224K Buy
+54,730
New +$219K 0.01% 736

Other funds holding VVR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 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 $376B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $852M AUM 0.1% 1-Year Est. Return