FAG
VVR icon

Fortitude Advisory Group’s Invesco Senior Income Trust VVR Stock Holding History

Fortitude Advisory Group’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 		$171K Buy
56,837
+7,961
+16% +$24.3K 0.07% 224
2026
Q1 		$157K Hold
48,876
– – 0.07% 210
2025
Q4 		$160K Hold
48,876
– – 0.07% 203
2025
Q3 		$169K Hold
48,876
– – 0.09% 201
2025
Q2 		$186K Hold
48,876
– – 0.11% 197
2025
Q1 		$170K Hold
48,876
– – 0.12% 181
2024
Q4 		$193K Buy
48,876
+2,506
+5% +$9.87K 0.12% 182
2024
Q3 		$189K Hold
46,370
– – 0.12% 192
2024
Q2 		$200K Buy
46,370
+928
+2% +$3.98K 0.12% 180
2024
Q1 		$194K Hold
45,442
– – 0.11% 195
2023
Q4 		$186K Buy
45,442
+19
+0% +$76 0.11% 202
2023
Q3 		$178K Buy
45,423
+2,646
+6% +$10.3K 0.12% 184
2023
Q2 		$165K Buy
42,777
+3,462
+9% +$12.8K 0.12% 194
2023
Q1 		$145K Hold
39,315
– – 0.11% 209
2022
Q4 		$151K Hold
39,315
– – 0.13% 198
2022
Q3 		$146K Buy
39,315
+2,590
+7% +$9.91K 0.14% 183
2022
Q2 		$143K Buy
36,725
+114
+0.3% +$458 0.13% 189
2022
Q1 		$156K Buy
36,611
+83
+0.2% +$360 0.08% 249
2021
Q4 		$158K Buy
+36,528
New +$162K 0.08% 249

Other funds holding VVR

AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FFWM
Future Financial Wealth Management Cincinnati, Ohio $160M AUM 21.24% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return

Fortitude Advisory Group's VVR Position: Q2 2026 in Review

Fortitude Advisory Group increased its Invesco Senior Income Trust (VVR) stake by 16% in Q2 2026, buying an estimated $24.3K and bringing the position to 56,837 shares worth $171K. The position accounts for 0.07% of the portfolio, ranked #224.

Fortitude Advisory Group first reported a position in VVR in Q4 2021 and has held it in 19 quarters since. The position peaked at $200K in Q2 2024. 42 funds tracked by Wall St. Rank hold VVR as of Q2 2026.

  • Fortitude Advisory Group held 56,837 shares of Invesco Senior Income Trust worth $171K as of Q2 2026.
  • Fortitude Advisory Group bought 7,961 Invesco Senior Income Trust shares in Q2 2026, an estimated $24.3K.
  • Invesco Senior Income Trust made up 0.07% of Fortitude Advisory Group's portfolio in Q2 2026, its #224 holding.
  • Fortitude Advisory Group first reported a position in Invesco Senior Income Trust in Q4 2021 and has held it in 19 quarters since.
  • Fortitude Advisory Group's Invesco Senior Income Trust position peaked at $200K in Q2 2024.
  • 42 funds tracked by Wall St. Rank held Invesco Senior Income Trust as of Q2 2026.

Based on Fortitude Advisory Group's 13F filing for Q2 2026, filed 22 Jul 2026.