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Global Retirement Partners’s Invesco Senior Income Trust VVR Stock Holding History

Global Retirement Partners’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 		$54.3K Buy
+18,098
New +$55.3K ﹤0.01% 2464
2025
Q4 		$16.2K Buy
+4,946
New +$16.3K ﹤0.01% 2959

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

Global Retirement Partners's VVR Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Invesco Senior Income Trust (VVR) in Q2 2026: 18,098 shares worth $54.3K. The stake represents ﹤0.01% of the portfolio and ranks #2464 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in VVR as recently as Q4 2025.

Global Retirement Partners first reported a position in VVR in Q4 2025 and has held it in 2 quarters since. 138 funds tracked by Wall St. Rank hold VVR as of Q2 2026.

  • Global Retirement Partners held 18,098 shares of Invesco Senior Income Trust worth $54.3K as of Q2 2026.
  • Invesco Senior Income Trust was a new Global Retirement Partners position in Q2 2026.
  • Invesco Senior Income Trust made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2464 holding.
  • Global Retirement Partners first reported a position in Invesco Senior Income Trust in Q4 2025 and has held it in 2 quarters since.
  • 138 funds tracked by Wall St. Rank held Invesco Senior Income Trust as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.