Founders Financial Alliance’s Invesco Senior Income Trust VVR Stock Holding History

Founders Financial Alliance’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	–	Sell	-34,070	Closed	-$110K	–	822
2026 Q1	$110K	Buy	34,070 +1,990	+6%	+$6.39K	0.02%	447
2025 Q4	$105K	Sell	32,080 -7,633	-19%	-$25.2K	0.02%	390
2025 Q3	$137K	Buy	39,713 +15,822	+66%	+$57.7K	0.03%	411
2025 Q2	$90.8K	Buy	23,891 +41	+0.2%	+$149	0.02%	354
2025 Q1	$89.4K	Buy	+23,850	New	+$96.1K	0.02%	394
2020 Q4	–	Sell	-3,300	Closed	-$12K	–	1227
2020 Q3	$12K	Buy	+3,300	New	+$11.8K	0.01%	729

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

Founders Financial Alliance's VVR Position: Q2 2026 in Review

Founders Financial Alliance sold out of Invesco Senior Income Trust (VVR) in Q2 2026, closing a stake of 34,070 shares — an estimated $110K sold.

Founders Financial Alliance first reported a position in VVR in Q3 2020 and held it in 6 quarters. The position peaked at $137K in Q3 2025. 139 funds tracked by Wall St. Rank hold VVR as of Q2 2026.

Founders Financial Alliance reported no remaining Invesco Senior Income Trust position as of Q2 2026 after selling out during the quarter.
Founders Financial Alliance sold 34,070 Invesco Senior Income Trust shares in Q2 2026, an estimated $110K.
Founders Financial Alliance first reported a position in Invesco Senior Income Trust in Q3 2020 and held it in 6 quarters.
Founders Financial Alliance's Invesco Senior Income Trust position peaked at $137K in Q3 2025.
139 funds tracked by Wall St. Rank held Invesco Senior Income Trust as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.