Focus Partners Wealth
VVR icon

Focus Partners Wealth’s Invesco Senior Income Trust VVR Stock Holding History

Focus Partners Wealth’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 		$136K Buy
42,123
+1,208
+3% +$3.88K ﹤0.01% 2476
2025
Q4 		$134K Buy
+40,915
New +$135K ﹤0.01% 2513
2025
Q3 		– Sell
-35,000
Closed -$133K – 2322
2025
Q2 		$133K Hold
35,000
– – ﹤0.01% 1920
2025
Q1 		$131K Hold
35,000
– – ﹤0.01% 1796
2024
Q4 		$138K Hold
35,000
– – ﹤0.01% 1773
2024
Q3 		$142K Sell
35,000
-39,400
-53% -$168K ﹤0.01% 1492
2024
Q2 		$321K Buy
+74,400
New +$319K ﹤0.01% 1055

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PCM
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Bank of America
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S4W
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LPL Financial
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Invesco
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EWA
EP Wealth Advisors Torrance, California $20.3B AUM
UBS Group
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AIA
Absolute Investment Advisers Rosemary Beach, Florida $852M AUM 0.1% 1-Year Est. Return