EH
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Equitable Holdings’s Invesco Senior Income Trust VVR Stock Holding History

Equitable Holdings’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 		$434K Buy
132,841
+75,031
+130% +$241K ﹤0.01% 1305
2025
Q4 		$189K Buy
57,810
+18,279
+46% +$60.3K ﹤0.01% 1503
2025
Q3 		$137K Buy
+39,531
New +$144K ﹤0.01% 1475
2024
Q1 		– Sell
-11,169
Closed -$45.8K – 1212
2023
Q4 		$45.8K Buy
11,169
+170
+2% +$680 ﹤0.01% 1113
2023
Q3 		$43.1K Buy
10,999
+153
+1% +$594 ﹤0.01% 1055
2023
Q2 		$41.8K Buy
10,846
+157
+1% +$583 ﹤0.01% 1030
2023
Q1 		$39.3K Buy
+10,689
New +$41.5K ﹤0.01% 968

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 $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $852M AUM 0.1% 1-Year Est. Return

Equitable Holdings's VVR Position: Q1 2026 in Review

Equitable Holdings increased its Invesco Senior Income Trust (VVR) stake by 130% in Q1 2026, buying an estimated $241K and bringing the position to 132,841 shares worth $434K. The position accounts for ﹤0.01% of the portfolio, ranked #1305.

Equitable Holdings first reported a position in VVR in Q1 2023 and has held it in 7 quarters since. 136 funds tracked by Wall St. Rank hold VVR as of Q1 2026.

  • Equitable Holdings held 132,841 shares of Invesco Senior Income Trust worth $434K as of Q1 2026.
  • Equitable Holdings bought 75,031 Invesco Senior Income Trust shares in Q1 2026, an estimated $241K.
  • Invesco Senior Income Trust made up ﹤0.01% of Equitable Holdings's portfolio in Q1 2026, its #1305 holding.
  • Equitable Holdings first reported a position in Invesco Senior Income Trust in Q1 2023 and has held it in 7 quarters since.
  • 136 funds tracked by Wall St. Rank held Invesco Senior Income Trust as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.