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

Consultiva 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
2026
Q2 		$19K Hold
6,338
– – 0.04% 186
2026
Q1 		$20.4K Hold
6,338
– – 0.06% 160
2025
Q4 		$20.7K Hold
6,338
– – 0.06% 155
2025
Q3 		$21.9K Hold
6,338
– – 0.06% 155
2025
Q2 		$24.1K Hold
6,338
– – 0.07% 141
2025
Q1 		$23.8K Buy
+6,338
New +$25.5K 0.08% 142

Other funds holding VVR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BI
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
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Consultiva Wealth Management's VVR Position: Q2 2026 in Review

Consultiva Wealth Management held its Invesco Senior Income Trust (VVR) position steady in Q2 2026 at 6,338 shares worth $19K. The position accounts for 0.04% of the portfolio, ranked #186.

Consultiva Wealth Management first reported a position in VVR in Q1 2025 and has held it in 6 quarters since. The position peaked at $24.1K in Q2 2025. 139 funds tracked by Wall St. Rank hold VVR as of Q2 2026.

  • Consultiva Wealth Management held 6,338 shares of Invesco Senior Income Trust worth $19K as of Q2 2026.
  • Consultiva Wealth Management left its Invesco Senior Income Trust share count unchanged in Q2 2026.
  • Invesco Senior Income Trust made up 0.04% of Consultiva Wealth Management's portfolio in Q2 2026, its #186 holding.
  • Consultiva Wealth Management first reported a position in Invesco Senior Income Trust in Q1 2025 and has held it in 6 quarters since.
  • Consultiva Wealth Management's Invesco Senior Income Trust position peaked at $24.1K in Q2 2025.
  • 139 funds tracked by Wall St. Rank held Invesco Senior Income Trust as of Q2 2026.

Based on Consultiva Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.