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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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BI
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
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
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

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. 138 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.
  • 138 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.