Gradient Investments’s Invesco Senior Income Trust VVR Stock Holding History

Gradient Investments’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
2024 Q1	–	Sell	-619	Closed	-$2.54K	–	1840
2023 Q4	$2.54K	Buy	+619	New	+$2.47K	﹤0.01%	1165
2020 Q3	–	Sell	-7,810	Closed	-$27K	–	1231
2020 Q2	$27K	Sell	7,810 -668	-8%	-$2.27K	﹤0.01%	483
2020 Q1	$27K	Buy	+8,478	New	+$33.6K	﹤0.01%	458

Other funds holding VVR

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

OHA

Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return

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

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

PCM

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

S4W

Solutions 4 Wealth Southlake, Texas $66.5M AUM 10.15% 1-Year Est. Return

AAM

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Gradient Investments's VVR Position: Q1 2024 in Review

Gradient Investments sold out of Invesco Senior Income Trust (VVR) in Q1 2024, closing a stake of 619 shares — an estimated $2.54K sold.

Gradient Investments first reported a position in VVR in Q1 2020 and held it in 3 quarters. The position peaked at $27K in Q2 2020. 133 funds tracked by Wall St. Rank hold VVR as of Q1 2024.

Gradient Investments reported no remaining Invesco Senior Income Trust position as of Q1 2024 after selling out during the quarter.
Gradient Investments sold 619 Invesco Senior Income Trust shares in Q1 2024, an estimated $2.54K.
Gradient Investments first reported a position in Invesco Senior Income Trust in Q1 2020 and held it in 3 quarters.
Gradient Investments's Invesco Senior Income Trust position peaked at $27K in Q2 2020.
133 funds tracked by Wall St. Rank held Invesco Senior Income Trust as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.