FinTrust Capital Advisors’s Invesco Senior Income Trust VVR Stock Holding History

FinTrust Capital 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
2024 Q3	$7.79K	Hold	1,915	–	–	﹤0.01%	994
2024 Q2	$8.25K	Hold	1,915	–	–	﹤0.01%	947
2024 Q1	$8.2K	Hold	1,915	–	–	﹤0.01%	894
2023 Q4	$7.85K	Hold	1,915	–	–	﹤0.01%	875
2023 Q3	$7.51K	Buy	+1,915	New	+$7.43K	﹤0.01%	833

Other funds holding VVR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

AWA

Adapt Wealth Advisors Atlanta, Georgia $276M AUM 14.93% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

FinTrust Capital Advisors's VVR Position: Q3 2024 in Review

FinTrust Capital Advisors held its Invesco Senior Income Trust (VVR) position steady in Q3 2024 at 1,915 shares worth $7.79K. The position accounts for ﹤0.01% of the portfolio, ranked #994.

FinTrust Capital Advisors first reported a position in VVR in Q3 2023 and has held it in 5 quarters since. The position peaked at $8.25K in Q2 2024. 123 funds tracked by Wall St. Rank hold VVR as of Q3 2024.

FinTrust Capital Advisors held 1,915 shares of Invesco Senior Income Trust worth $7.79K as of Q3 2024.
FinTrust Capital Advisors left its Invesco Senior Income Trust share count unchanged in Q3 2024.
Invesco Senior Income Trust made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #994 holding.
FinTrust Capital Advisors first reported a position in Invesco Senior Income Trust in Q3 2023 and has held it in 5 quarters since.
FinTrust Capital Advisors's Invesco Senior Income Trust position peaked at $8.25K in Q2 2024.
123 funds tracked by Wall St. Rank held Invesco Senior Income Trust as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.