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IFP Advisors’s Invesco Senior Income Trust VVR Stock Holding History

IFP Advisors’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
Q4 		– Sell
-5,219
Closed -$21.2K – 4671
2024
Q3 		$21.2K Hold
5,219
– – ﹤0.01% 2121
2024
Q2 		$22.5K Buy
5,219
+154
+3% +$661 ﹤0.01% 2027
2024
Q1 		$21.7K Buy
+5,065
New +$21K ﹤0.01% 1932
2023
Q1 		– Sell
-15,750
Closed -$69K – 4431
2022
Q4 		$69K Hold
15,750
– – ﹤0.01% 2011
2022
Q3 		$69K Hold
15,750
– – ﹤0.01% 2135
2022
Q2 		$69K Hold
15,750
– – ﹤0.01% 1939
2022
Q1 		$69K Buy
+15,750
New +$68.3K ﹤0.01% 1939
2019
Q1 		$1K Sell
248
-1,501
-86% -$6.19K ﹤0.01% 2274
2018
Q4 		$7K Buy
1,749
+1
+0.1% +$4 ﹤0.01% 2708
2018
Q3 		$8K Hold
1,748
– – ﹤0.01% 3007
2018
Q2 		$7K Sell
1,748
-10,861
-86% -$47.8K ﹤0.01% 3115
2018
Q1 		$55K Hold
12,609
– – ﹤0.01% 1761
2017
Q4 		$55K Sell
12,609
-6,451
-34% -$28.4K ﹤0.01% 1778
2017
Q3 		$86K Buy
19,060
+58
+0.3% +$260 ﹤0.01% 1650
2017
Q2 		$87K Buy
19,002
+61
+0.3% +$283 ﹤0.01% 1609
2017
Q1 		$88K Buy
18,941
+63
+0.3% +$293 ﹤0.01% 1564
2016
Q4 		$88K Buy
18,878
+3,461
+22% +$15.3K ﹤0.01% 1534
2016
Q3 		$67K Sell
15,417
-6,135
-28% -$26.4K ﹤0.01% 1628
2016
Q2 		$90K Buy
21,552
+21,304
+8,590% +$87.3K 0.01% 1410
2016
Q1 		$1K Sell
248
-14,278
-98% -$55.2K ﹤0.01% 2258
2015
Q4 		$59K Buy
+14,526
New +$59.9K ﹤0.01% 1506

Other funds holding VVR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AWA
Adapt Wealth Advisors Atlanta, Georgia $276M AUM 14.93% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AMG
Advisors Management Group La Crosse, Wisconsin $549M AUM 29.35% 1-Year Est. Return

IFP Advisors's VVR Position: Q4 2024 in Review

IFP Advisors sold out of Invesco Senior Income Trust (VVR) in Q4 2024, closing a stake of 5,219 shares — an estimated $21.2K sold.

IFP Advisors first reported a position in VVR in Q4 2015 and held it in 21 quarters. The position peaked at $90K in Q2 2016. 128 funds tracked by Wall St. Rank hold VVR as of Q4 2024.

  • IFP Advisors reported no remaining Invesco Senior Income Trust position as of Q4 2024 after selling out during the quarter.
  • IFP Advisors sold 5,219 Invesco Senior Income Trust shares in Q4 2024, an estimated $21.2K.
  • IFP Advisors first reported a position in Invesco Senior Income Trust in Q4 2015 and held it in 21 quarters.
  • IFP Advisors's Invesco Senior Income Trust position peaked at $90K in Q2 2016.
  • 128 funds tracked by Wall St. Rank held Invesco Senior Income Trust as of Q4 2024.

Based on IFP Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.