Gerber Kawasaki Wealth & Investment Management’s Invesco Senior Income Trust VVR Stock Holding History

Gerber Kawasaki Wealth & Investment 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
2025 Q3	–	Sell	-14,865	Closed	-$56.5K	–	341
2025 Q2	$56.5K	Buy	14,865 +450	+3%	+$1.63K	﹤0.01%	314
2025 Q1	$54.1K	Buy	14,415 +401	+3%	+$1.62K	﹤0.01%	291
2024 Q4	$55.4K	Sell	14,014 -14,317	-51%	-$56.4K	﹤0.01%	282
2024 Q3	$115K	Sell	28,331 -4,857	-15%	-$20.7K	0.01%	283
2024 Q2	$143K	Buy	+33,188	New	+$142K	0.01%	274

Other funds holding VVR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

S4W

Solutions 4 Wealth Southlake, Texas $77.5M AUM 17.3% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

AMG

Advisors Management Group La Crosse, Wisconsin $604M AUM 64.38% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's VVR Position: Q3 2025 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Invesco Senior Income Trust (VVR) in Q3 2025, closing a stake of 14,865 shares — an estimated $56.5K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in VVR in Q2 2024 and held it in 5 quarters. The position peaked at $143K in Q2 2024. 122 funds tracked by Wall St. Rank hold VVR as of Q3 2025.

Gerber Kawasaki Wealth & Investment Management reported no remaining Invesco Senior Income Trust position as of Q3 2025 after selling out during the quarter.
Gerber Kawasaki Wealth & Investment Management sold 14,865 Invesco Senior Income Trust shares in Q3 2025, an estimated $56.5K.
Gerber Kawasaki Wealth & Investment Management first reported a position in Invesco Senior Income Trust in Q2 2024 and held it in 5 quarters.
Gerber Kawasaki Wealth & Investment Management's Invesco Senior Income Trust position peaked at $143K in Q2 2024.
122 funds tracked by Wall St. Rank held Invesco Senior Income Trust as of Q3 2025.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q3 2025, filed 13 Nov 2025.