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 Q2	$394K	Sell	132,694 -21,808	-14%	-$66.7K	0.25%	69
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 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

Future Financial Wealth Management's VVR Position: Q2 2026 in Review

Future Financial Wealth Management reduced its Invesco Senior Income Trust (VVR) stake by 14% in Q2 2026, selling an estimated $66.7K and leaving 132,694 shares worth $394K. The position accounts for 0.25% of the portfolio, ranked #69.

Future Financial Wealth Management first reported a position in VVR in Q1 2024 and has held it in 10 quarters since. The position peaked at $944K in Q3 2024. 139 funds tracked by Wall St. Rank hold VVR as of Q2 2026.

Future Financial Wealth Management held 132,694 shares of Invesco Senior Income Trust worth $394K as of Q2 2026.
Future Financial Wealth Management sold 21,808 Invesco Senior Income Trust shares in Q2 2026, an estimated $66.7K.
Invesco Senior Income Trust made up 0.25% of Future Financial Wealth Management's portfolio in Q2 2026, its #69 holding.
Future Financial Wealth Management first reported a position in Invesco Senior Income Trust in Q1 2024 and has held it in 10 quarters since.
Future Financial Wealth Management's Invesco Senior Income Trust position peaked at $944K in Q3 2024.
139 funds tracked by Wall St. Rank held Invesco Senior Income Trust as of Q2 2026.

Based on Future Financial Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.