FFWM
VVR icon

Future Financial Wealth Management’s Invesco Senior Income Trust VVR Stock Holding History

Future Financial Wealth Management’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 		$481K Sell
154,502
-7,020
-4% -$22.5K 0.31% 62
2025
Q4 		$535K Sell
161,522
-9,105
-5% -$30.1K 0.36% 57
2025
Q3 		$590K Sell
170,627
-10,943
-6% -$39.9K 0.37% 50
2025
Q2 		$690K Buy
181,570
+11,853
+7% +$43K 0.47% 40
2025
Q1 		$636K Buy
169,717
+642
+0.4% +$2.59K 0.47% 44
2024
Q4 		$668K Sell
169,075
-62,761
-27% -$247K 0.49% 41
2024
Q3 		$944K Buy
231,836
+47,605
+26% +$203K 0.67% 32
2024
Q2 		$794K Buy
184,231
+180,231
+4,506% +$773K 0.7% 38
2024
Q1 		$17.1K Buy
+4,000
New +$16.6K 0.01% 364

Other funds holding VVR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Bank of America
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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $852M AUM 0.1% 1-Year Est. Return