JSW
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Journey Strategic Wealth’s Invesco Senior Income Trust VVR Stock Holding History

Journey Strategic Wealth’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
Q1 		$68.1K Buy
21,150
+7,898
+60% +$25.3K ﹤0.01% 811
2025
Q4 		$43.3K Buy
+13,252
New +$43.7K ﹤0.01% 759

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
S4W
Solutions 4 Wealth Southlake, Texas $77.5M AUM 17.3% 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
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return

Journey Strategic Wealth's VVR Position: Q1 2026 in Review

Journey Strategic Wealth increased its Invesco Senior Income Trust (VVR) stake by 60% in Q1 2026, buying an estimated $25.3K and bringing the position to 21,150 shares worth $68.1K. The position accounts for ﹤0.01% of the portfolio, ranked #811.

Journey Strategic Wealth first reported a position in VVR in Q4 2025 and has held it in 2 quarters since. 136 funds tracked by Wall St. Rank hold VVR as of Q1 2026.

  • Journey Strategic Wealth held 21,150 shares of Invesco Senior Income Trust worth $68.1K as of Q1 2026.
  • Journey Strategic Wealth bought 7,898 Invesco Senior Income Trust shares in Q1 2026, an estimated $25.3K.
  • Invesco Senior Income Trust made up ﹤0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #811 holding.
  • Journey Strategic Wealth first reported a position in Invesco Senior Income Trust in Q4 2025 and has held it in 2 quarters since.
  • 136 funds tracked by Wall St. Rank held Invesco Senior Income Trust as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.