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

Congress 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
2025
Q2 		$58.5K Hold
15,400
– – ﹤0.01% 1169
2025
Q1 		$57.8K Buy
+15,400
New +$62K ﹤0.01% 1055

Other funds holding VVR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
S4W
Solutions 4 Wealth Southlake, Texas $77.5M AUM 17.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AWA
Adapt Wealth Advisors Atlanta, Georgia $306M AUM 30.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Congress Wealth Management's VVR Position: Q2 2025 in Review

Congress Wealth Management held its Invesco Senior Income Trust (VVR) position steady in Q2 2025 at 15,400 shares worth $58.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1169.

Congress Wealth Management first reported a position in VVR in Q1 2025 and has held it in 2 quarters since. 121 funds tracked by Wall St. Rank hold VVR as of Q2 2025.

  • Congress Wealth Management held 15,400 shares of Invesco Senior Income Trust worth $58.5K as of Q2 2025.
  • Congress Wealth Management left its Invesco Senior Income Trust share count unchanged in Q2 2025.
  • Invesco Senior Income Trust made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1169 holding.
  • Congress Wealth Management first reported a position in Invesco Senior Income Trust in Q1 2025 and has held it in 2 quarters since.
  • 121 funds tracked by Wall St. Rank held Invesco Senior Income Trust as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.