EverSource Wealth Advisors’s Invesco Senior Income Trust VVR Stock Holding History

EverSource Wealth 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 Q2	$150K	Hold	50,046	–	–	0.01%	1170
2026 Q1	$161K	Hold	50,046	–	–	﹤0.01%	1171
2025 Q4	$164K	Buy	50,046 +17,819	+55%	+$58.8K	0.01%	1047
2025 Q3	$112K	Buy	32,227 +9,235	+40%	+$33.7K	﹤0.01%	1224
2025 Q2	$87.4K	Buy	22,992 +20,492	+820%	+$74.3K	﹤0.01%	1278
2025 Q1	$9.38K	Hold	2,500	–	–	﹤0.01%	2148
2024 Q4	$9.88K	Hold	2,500	–	–	﹤0.01%	2000
2024 Q3	$10.2K	Hold	2,500	–	–	﹤0.01%	1857
2024 Q2	$10.7K	Hold	2,500	–	–	﹤0.01%	1815
2024 Q1	$10.7K	Hold	2,500	–	–	﹤0.01%	1653
2023 Q4	$10.3K	Hold	2,500	–	–	﹤0.01%	1546
2023 Q3	$9.8K	Hold	2,500	–	–	﹤0.01%	1427
2023 Q2	$9.63K	Hold	2,500	–	–	﹤0.01%	1462
2023 Q1	$9.2K	Hold	2,500	–	–	﹤0.01%	1403
2022 Q4	$9.57K	Buy	+2,500	New	+$9.51K	﹤0.01%	1348

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

EverSource Wealth Advisors's VVR Position: Q2 2026 in Review

EverSource Wealth Advisors held its Invesco Senior Income Trust (VVR) position steady in Q2 2026 at 50,046 shares worth $150K. The position accounts for 0.01% of the portfolio, ranked #1170.

EverSource Wealth Advisors first reported a position in VVR in Q4 2022 and has held it in 15 quarters since. The position peaked at $164K in Q4 2025. 139 funds tracked by Wall St. Rank hold VVR as of Q2 2026.

EverSource Wealth Advisors held 50,046 shares of Invesco Senior Income Trust worth $150K as of Q2 2026.
EverSource Wealth Advisors left its Invesco Senior Income Trust share count unchanged in Q2 2026.
Invesco Senior Income Trust made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1170 holding.
EverSource Wealth Advisors first reported a position in Invesco Senior Income Trust in Q4 2022 and has held it in 15 quarters since.
EverSource Wealth Advisors's Invesco Senior Income Trust position peaked at $164K in Q4 2025.
139 funds tracked by Wall St. Rank held Invesco Senior Income Trust as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.